AddressChangeFundPerformanceDeathNotificationRedemption-ACHMinimumBalanceStop &ReissueCheckTaxForms90 DayReinvestDividend/ CapitalGainsMisdirectedCallCustomerComplimentFormWalkthroughOnlineAssistanceVRUExchangeRedemption- WireRMDMICRORequestBalanceDealerChangeRedemption- AORCostBasisAIP /SWPUpdateOnDemandPurchaseStatusofTransferCATSSurveyInactivityAddressChangeFundPerformanceDeathNotificationRedemption-ACHMinimumBalanceStop &ReissueCheckTaxForms90 DayReinvestDividend/ CapitalGainsMisdirectedCallCustomerComplimentFormWalkthroughOnlineAssistanceVRUExchangeRedemption- WireRMDMICRORequestBalanceDealerChangeRedemption- AORCostBasisAIP /SWPUpdateOnDemandPurchaseStatusofTransferCATSSurveyInactivity

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