RMDOnlineAssistanceAIP /SWPUpdateInactivityRedemption- WireCustomerComplimentMisdirectedCallBalanceRedemption- AORFundPerformanceCostBasisFormWalkthroughAddressChangeStop &ReissueCheckCATSSurveyVRUStatusofTransferTaxFormsRedemption-ACHDividend/ CapitalGainsMinimumBalanceDealerChangeDeathNotificationMICRORequestExchangeOnDemandPurchase90 DayReinvestRMDOnlineAssistanceAIP /SWPUpdateInactivityRedemption- WireCustomerComplimentMisdirectedCallBalanceRedemption- AORFundPerformanceCostBasisFormWalkthroughAddressChangeStop &ReissueCheckCATSSurveyVRUStatusofTransferTaxFormsRedemption-ACHDividend/ CapitalGainsMinimumBalanceDealerChangeDeathNotificationMICRORequestExchangeOnDemandPurchase90 DayReinvest

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
  1. RMD
  2. Online Assistance
  3. AIP / SWP Update
  4. Inactivity
  5. Redemption - Wire
  6. Customer Compliment
  7. Misdirected Call
  8. Balance
  9. Redemption - AOR
  10. Fund Performance
  11. Cost Basis
  12. Form Walkthrough
  13. Address Change
  14. Stop & Reissue Check
  15. CATS Survey
  16. VRU
  17. Status of Transfer
  18. Tax Forms
  19. Redemption -ACH
  20. Dividend / Capital Gains
  21. Minimum Balance
  22. Dealer Change
  23. Death Notification
  24. MICRO Request
  25. Exchange
  26. On Demand Purchase
  27. 90 Day Reinvest