Dividend/ CapitalGainsAIP /SWPUpdateOnDemandPurchase90 DayReinvestDeathNotificationOnlineAssistanceTaxFormsCATSSurveyRedemption-ACHMICRORequestCustomerComplimentCostBasisMinimumBalanceRedemption- WireDealerChangeFundPerformanceAddressChangeBalanceVRURedemption- AORMisdirectedCallStop &ReissueCheckStatusofTransferInactivityRMDExchangeFormWalkthroughDividend/ CapitalGainsAIP /SWPUpdateOnDemandPurchase90 DayReinvestDeathNotificationOnlineAssistanceTaxFormsCATSSurveyRedemption-ACHMICRORequestCustomerComplimentCostBasisMinimumBalanceRedemption- WireDealerChangeFundPerformanceAddressChangeBalanceVRURedemption- AORMisdirectedCallStop &ReissueCheckStatusofTransferInactivityRMDExchangeFormWalkthrough

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