Redemption- AORAIP /SWPUpdate90 DayReinvestInactivityDealerChangeFormWalkthroughBalanceExchangeDividend/ CapitalGainsCustomerComplimentStatusofTransferCATSSurveyOnlineAssistanceRedemption- WireDeathNotificationStop &ReissueCheckAddressChangeFundPerformanceVRUCostBasisOnDemandPurchaseRMDMICRORequestRedemption-ACHTaxFormsMisdirectedCallMinimumBalanceRedemption- AORAIP /SWPUpdate90 DayReinvestInactivityDealerChangeFormWalkthroughBalanceExchangeDividend/ CapitalGainsCustomerComplimentStatusofTransferCATSSurveyOnlineAssistanceRedemption- WireDeathNotificationStop &ReissueCheckAddressChangeFundPerformanceVRUCostBasisOnDemandPurchaseRMDMICRORequestRedemption-ACHTaxFormsMisdirectedCallMinimumBalance

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