SpecializedRolesFree!UTMA/UGMANBRequirementsformDocupaceNB JobAidsCashALIPAnnuitantTransferPaperworkBeneficiary18414FormOwnerSuitabilityConfirmationWorksheetSTPStrategyDisclosureAndAllocationformAppendixA formWorkItemReviewSuitabilityLevelVerintInheritedIRAProducerCODFormTrust/CompanyownedPOASpecializedRolesFree!UTMA/UGMANBRequirementsformDocupaceNB JobAidsCashALIPAnnuitantTransferPaperworkBeneficiary18414FormOwnerSuitabilityConfirmationWorksheetSTPStrategyDisclosureAndAllocationformAppendixA formWorkItemReviewSuitabilityLevelVerintInheritedIRAProducerCODFormTrust/CompanyownedPOA

Processing - 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. Specialized Roles
  2. Free!
  3. UTMA/ UGMA
  4. NB Requirements form
  5. Docupace
  6. NB Job Aids
  7. Cash
  8. ALIP
  9. Annuitant
  10. Transfer Paperwork
  11. Beneficiary
  12. 18414 Form
  13. Owner
  14. Suitability Confirmation Worksheet
  15. STP
  16. Strategy Disclosure And Allocation form
  17. Appendix A form
  18. Work Item Review
  19. Suitability Level
  20. Verint
  21. Inherited IRA
  22. Producer
  23. COD Form
  24. Trust/ Company owned
  25. POA