TaxFormsVRURedemption-ACHOnDemandPurchaseStatusofTransferCostBasisOnlineAssistanceInactivityMinimumBalanceStop &ReissueCheckAIP /SWPUpdateDeathNotificationBalanceDividend/ CapitalGainsRedemption- AORRedemption- WireExchangeRMDFundPerformanceFormWalkthroughMisdirectedCallCustomerComplimentDealerChange90 DayReinvestCATSSurveyMICRORequestAddressChangeTaxFormsVRURedemption-ACHOnDemandPurchaseStatusofTransferCostBasisOnlineAssistanceInactivityMinimumBalanceStop &ReissueCheckAIP /SWPUpdateDeathNotificationBalanceDividend/ CapitalGainsRedemption- AORRedemption- WireExchangeRMDFundPerformanceFormWalkthroughMisdirectedCallCustomerComplimentDealerChange90 DayReinvestCATSSurveyMICRORequestAddressChange

Client Service Call 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. Tax Forms
  2. VRU
  3. Redemption -ACH
  4. On Demand Purchase
  5. Status of Transfer
  6. Cost Basis
  7. Online Assistance
  8. Inactivity
  9. Minimum Balance
  10. Stop & Reissue Check
  11. AIP / SWP Update
  12. Death Notification
  13. Balance
  14. Dividend / Capital Gains
  15. Redemption - AOR
  16. Redemption - Wire
  17. Exchange
  18. RMD
  19. Fund Performance
  20. Form Walkthrough
  21. Misdirected Call
  22. Customer Compliment
  23. Dealer Change
  24. 90 Day Reinvest
  25. CATS Survey
  26. MICRO Request
  27. Address Change