CATSSurveyBalance90 DayReinvestMisdirectedCallDividend/ CapitalGainsOnlineAssistanceDeathNotificationFormWalkthroughTaxFormsCustomerComplimentInactivityOnDemandPurchaseMICRORequestCostBasisAIP /SWPUpdateRMDStop &ReissueCheckMinimumBalanceRedemption-ACHDealerChangeExchangeAddressChangeVRURedemption- WireFundPerformanceStatusofTransferRedemption- AORCATSSurveyBalance90 DayReinvestMisdirectedCallDividend/ CapitalGainsOnlineAssistanceDeathNotificationFormWalkthroughTaxFormsCustomerComplimentInactivityOnDemandPurchaseMICRORequestCostBasisAIP /SWPUpdateRMDStop &ReissueCheckMinimumBalanceRedemption-ACHDealerChangeExchangeAddressChangeVRURedemption- WireFundPerformanceStatusofTransferRedemption- AOR

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