Told clientRMDamountreferencedclientcommitmentUsedAVSAssistedwithOnlineAccessMailed aclientstatementUsed theterm"roadmap"WalkedclientthroughTODSent acheck toa clientTransferedfunds for aclientReset aPasswordAskedsomeonenear mefor helpUsedORCfor helpLocatedavailablecash inaccountScheduledanappointmentWalkedclientthroughCRAChangedanAddressLocatedRMD forclientUsedSiebel to findFSA handlingacctReverseda FeeSet aPortfolioReviewSent clientchecks ordepositslipsIdentifiedPCET/RF/PRF acctand xferdBuiltrapportwith clientuncoveredadditionalclientneedTold clientRMDamountreferencedclientcommitmentUsedAVSAssistedwithOnlineAccessMailed aclientstatementUsed theterm"roadmap"WalkedclientthroughTODSent acheck toa clientTransferedfunds for aclientReset aPasswordAskedsomeonenear mefor helpUsedORCfor helpLocatedavailablecash inaccountScheduledanappointmentWalkedclientthroughCRAChangedanAddressLocatedRMD forclientUsedSiebel to findFSA handlingacctReverseda FeeSet aPortfolioReviewSent clientchecks ordepositslipsIdentifiedPCET/RF/PRF acctand xferdBuiltrapportwith clientuncoveredadditionalclientneed

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