BalanceMinimumBalanceRedemption- AOROnlineAssistanceMICRORequestVRUMisdirectedCallCostBasisFundPerformanceRMDCATSSurveyFormWalkthroughTaxFormsExchangeDividend/ CapitalGainsCustomerComplimentOnDemandPurchaseRedemption-ACH90 DayReinvestInactivityDealerChangeAddressChangeRedemption- WireStop &ReissueCheckDeathNotificationStatusofTransferAIP /SWPUpdateBalanceMinimumBalanceRedemption- AOROnlineAssistanceMICRORequestVRUMisdirectedCallCostBasisFundPerformanceRMDCATSSurveyFormWalkthroughTaxFormsExchangeDividend/ CapitalGainsCustomerComplimentOnDemandPurchaseRedemption-ACH90 DayReinvestInactivityDealerChangeAddressChangeRedemption- WireStop &ReissueCheckDeathNotificationStatusofTransferAIP /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. Balance
  2. Minimum Balance
  3. Redemption - AOR
  4. Online Assistance
  5. MICRO Request
  6. VRU
  7. Misdirected Call
  8. Cost Basis
  9. Fund Performance
  10. RMD
  11. CATS Survey
  12. Form Walkthrough
  13. Tax Forms
  14. Exchange
  15. Dividend / Capital Gains
  16. Customer Compliment
  17. On Demand Purchase
  18. Redemption -ACH
  19. 90 Day Reinvest
  20. Inactivity
  21. Dealer Change
  22. Address Change
  23. Redemption - Wire
  24. Stop & Reissue Check
  25. Death Notification
  26. Status of Transfer
  27. AIP / SWP Update