IdentifiedPCET/RF/PRF acctand xferdreferencedclientcommitmentChangedanAddressUsedORCfor helpUsedAVSBuiltrapportwith clientUsedSiebel to findFSA handlingacctSent acheck toa clientLocatedRMD forclientAssistedwithOnlineAccessMailed aclientstatementLocatedavailablecash inaccountTold clientRMDamountReverseda FeeSet aPortfolioReviewuncoveredadditionalclientneedReset aPasswordScheduledanappointmentWalkedclientthroughTODUsed theterm"roadmap"Sent clientchecks ordepositslipsAskedsomeonenear mefor helpTransferedfunds for aclientWalkedclientthroughCRAIdentifiedPCET/RF/PRF acctand xferdreferencedclientcommitmentChangedanAddressUsedORCfor helpUsedAVSBuiltrapportwith clientUsedSiebel to findFSA handlingacctSent acheck toa clientLocatedRMD forclientAssistedwithOnlineAccessMailed aclientstatementLocatedavailablecash inaccountTold clientRMDamountReverseda FeeSet aPortfolioReviewuncoveredadditionalclientneedReset aPasswordScheduledanappointmentWalkedclientthroughTODUsed theterm"roadmap"Sent clientchecks ordepositslipsAskedsomeonenear mefor helpTransferedfunds for aclientWalkedclientthroughCRA

NESTING BINGO - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Identified PCET/RF/ PRF acct and xferd
  2. referenced client commitment
  3. Changed an Address
  4. Used ORC for help
  5. Used AVS
  6. Built rapport with client
  7. Used Siebel to find FSA handling acct
  8. Sent a check to a client
  9. Located RMD for client
  10. Assisted with Online Access
  11. Mailed a client statement
  12. Located available cash in account
  13. Told client RMD amount
  14. Reversed a Fee
  15. Set a Portfolio Review
  16. uncovered additional client need
  17. Reset a Password
  18. Scheduled an appointment
  19. Walked client through TOD
  20. Used the term "roadmap"
  21. Sent client checks or deposit slips
  22. Asked someone near me for help
  23. Transfered funds for a client
  24. Walked client through CRA