FormWalkthroughExchangeCustomerComplimentDeathNotificationDividend/ CapitalGainsVRUMICRORequestRedemption-ACHRedemption- AORDealerChangeMinimumBalanceAIP /SWPUpdateRedemption- WireInactivityOnlineAssistanceTaxFormsOnDemandPurchase90 DayReinvestStop &ReissueCheckCostBasisMisdirectedCallCATSSurveyAddressChangeBalanceStatusofTransferFundPerformanceRMDFormWalkthroughExchangeCustomerComplimentDeathNotificationDividend/ CapitalGainsVRUMICRORequestRedemption-ACHRedemption- AORDealerChangeMinimumBalanceAIP /SWPUpdateRedemption- WireInactivityOnlineAssistanceTaxFormsOnDemandPurchase90 DayReinvestStop &ReissueCheckCostBasisMisdirectedCallCATSSurveyAddressChangeBalanceStatusofTransferFundPerformanceRMD

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