phonechangecalledwadvisorincomingcall fromanotherteamsentsecureportalnothingpoppedcallingabout anemail theyrec'dw/dunder1kstatementquestionshelpeduploadppwhomeloanloanpayoffamtrollovercallprocessedwalkedthroughppwcallingbefore dotable to beput inprocessedloanprocessedw/dxfer toDBstatusofcheckoptoutspanishcallxfer toRADhad tocall qadeferralchangenotransactionjustproceduresexplainingunable toprocesstransactiononlinecheckverificationTac(ANY)incomingrolloveremailchangeloanstatushad tosendspecialtax /expbalanceinqwalkedthroughonlinetransactionTAC(consolidation)TACMAaddresschangexfer toMegalockedoutplantermedxfer toLIFErolloverstatusloan payoffinstructionswithdrawalstatusforcedoutcomplimentcallTAC(assetGathering)hardshipcallTAC>150kwebsupportcallcalling for1099 orstatementxfer toadvancednodotxferanyadvisoron thelinephonechangecalledwadvisorincomingcall fromanotherteamsentsecureportalnothingpoppedcallingabout anemail theyrec'dw/dunder1kstatementquestionshelpeduploadppwhomeloanloanpayoffamtrollovercallprocessedwalkedthroughppwcallingbefore dotable to beput inprocessedloanprocessedw/dxfer toDBstatusofcheckoptoutspanishcallxfer toRADhad tocall qadeferralchangenotransactionjustproceduresexplainingunable toprocesstransactiononlinecheckverificationTac(ANY)incomingrolloveremailchangeloanstatushad tosendspecialtax /expbalanceinqwalkedthroughonlinetransactionTAC(consolidation)TACMAaddresschangexfer toMegalockedoutplantermedxfer toLIFErolloverstatusloan payoffinstructionswithdrawalstatusforcedoutcomplimentcallTAC(assetGathering)hardshipcallTAC>150kwebsupportcallcalling for1099 orstatementxfer toadvancednodotxferanyadvisoron theline

Calls 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. phone change
  2. called w advisor
  3. incoming call from another team
  4. sent secure portal
  5. nothing popped
  6. calling about an email they rec'd
  7. w/d under 1k
  8. statement questions
  9. helped upload ppw
  10. home loan
  11. loan payoff amt
  12. rollover call processed
  13. walked through ppw
  14. calling before dot able to be put in
  15. processed loan
  16. processed w/d
  17. xfer to DB
  18. status of check
  19. opt out
  20. spanish call
  21. xfer to RAD
  22. had to call qa
  23. deferral change
  24. no transaction just procedures explaining
  25. unable to process transaction online
  26. check verification
  27. Tac (ANY)
  28. incoming rollover
  29. email change
  30. loan status
  31. had to send special tax /exp
  32. balance inq
  33. walked through online transaction
  34. TAC (consolidation)
  35. TAC MA
  36. address change
  37. xfer to Mega
  38. locked out
  39. plan termed
  40. xfer to LIFE
  41. rollover status
  42. loan payoff instructions
  43. withdrawal status
  44. forced out
  45. compliment call
  46. TAC (asset Gathering)
  47. hardship call
  48. TAC >150k
  49. web support call
  50. calling for 1099 or statement
  51. xfer to advanced
  52. no dot
  53. xfer any
  54. advisor on the line