Stop &ReissueCheckAIP /SWPUpdateCostBasisFormWalkthrough90 DayReinvestAddressChangeRedemption- WireDeathNotificationMisdirectedCallDividend/ CapitalGainsCATSSurveyMICRORequestRedemption-ACHInactivityCustomerComplimentVRUOnlineAssistanceExchangeMinimumBalanceStatusofTransferDealerChangeRMDTaxFormsRedemption- AORBalanceOnDemandPurchaseFundPerformanceStop &ReissueCheckAIP /SWPUpdateCostBasisFormWalkthrough90 DayReinvestAddressChangeRedemption- WireDeathNotificationMisdirectedCallDividend/ CapitalGainsCATSSurveyMICRORequestRedemption-ACHInactivityCustomerComplimentVRUOnlineAssistanceExchangeMinimumBalanceStatusofTransferDealerChangeRMDTaxFormsRedemption- AORBalanceOnDemandPurchaseFundPerformance

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