StatusofTransferDealerChangeCostBasisOnDemandPurchaseTaxFormsFundPerformanceMinimumBalanceInactivityVRURedemption- WireCustomerComplimentRedemption- AORRedemption-ACHBalanceStop &ReissueCheckCATSSurveyFormWalkthroughAIP /SWPUpdate90 DayReinvestMisdirectedCallDeathNotificationMICRORequestDividend/ CapitalGainsOnlineAssistanceAddressChangeRMDExchangeStatusofTransferDealerChangeCostBasisOnDemandPurchaseTaxFormsFundPerformanceMinimumBalanceInactivityVRURedemption- WireCustomerComplimentRedemption- AORRedemption-ACHBalanceStop &ReissueCheckCATSSurveyFormWalkthroughAIP /SWPUpdate90 DayReinvestMisdirectedCallDeathNotificationMICRORequestDividend/ CapitalGainsOnlineAssistanceAddressChangeRMDExchange

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