TaxFormsExchangeAddressChangeRMDAIP /SWPUpdateFormWalkthroughCostBasisDeathNotificationBalanceCustomerComplimentCATSSurveyDividend/ CapitalGainsStatusofTransferInactivityVRUMisdirectedCallMICRORequestOnDemandPurchaseStop &ReissueCheckRedemption- AORRedemption-ACHRedemption- WireMinimumBalanceFundPerformance90 DayReinvestOnlineAssistanceDealerChangeTaxFormsExchangeAddressChangeRMDAIP /SWPUpdateFormWalkthroughCostBasisDeathNotificationBalanceCustomerComplimentCATSSurveyDividend/ CapitalGainsStatusofTransferInactivityVRUMisdirectedCallMICRORequestOnDemandPurchaseStop &ReissueCheckRedemption- AORRedemption-ACHRedemption- WireMinimumBalanceFundPerformance90 DayReinvestOnlineAssistanceDealerChange

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