CATSSurveyVRUMisdirectedCallCostBasisStatusofTransferFundPerformanceDeathNotificationMinimumBalanceAddressChangeInactivityAIP /SWPUpdateDividend/ CapitalGainsMICRORequestDealerChangeRedemption- WireOnDemandPurchaseStop &ReissueCheckRedemption-ACHCustomerComplimentRedemption- AORBalanceRMDTaxForms90 DayReinvestOnlineAssistanceExchangeFormWalkthroughCATSSurveyVRUMisdirectedCallCostBasisStatusofTransferFundPerformanceDeathNotificationMinimumBalanceAddressChangeInactivityAIP /SWPUpdateDividend/ CapitalGainsMICRORequestDealerChangeRedemption- WireOnDemandPurchaseStop &ReissueCheckRedemption-ACHCustomerComplimentRedemption- AORBalanceRMDTaxForms90 DayReinvestOnlineAssistanceExchangeFormWalkthrough

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