CostBasisVRUInactivity90 DayReinvestDealerChangeTaxFormsFormWalkthroughMICRORequestMinimumBalanceRMDOnlineAssistanceDividend/ CapitalGainsCATSSurveyBalanceStop &ReissueCheckAddressChangeExchangeCustomerComplimentStatusofTransferDeathNotificationMisdirectedCallOnDemandPurchaseRedemption- AORRedemption- WireFundPerformanceRedemption-ACHAIP /SWPUpdateCostBasisVRUInactivity90 DayReinvestDealerChangeTaxFormsFormWalkthroughMICRORequestMinimumBalanceRMDOnlineAssistanceDividend/ CapitalGainsCATSSurveyBalanceStop &ReissueCheckAddressChangeExchangeCustomerComplimentStatusofTransferDeathNotificationMisdirectedCallOnDemandPurchaseRedemption- AORRedemption- WireFundPerformanceRedemption-ACHAIP /SWPUpdate

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