StatementquestionRetirementservicesquestionTransferpaperworkISCprocesswalkthroughDocuSignquestionPasswordreset callWithdrawalrequestNIGOQUESTIONFREE!CEEscalatedcallTransferto salesBrokerdealerchangecallNewaccountopeningprocessStatusupdate ontrackingitemeservicerequestStatementquestionRetirementservicesquestionTransferpaperworkISCprocesswalkthroughDocuSignquestionPasswordreset callWithdrawalrequestNIGOQUESTIONFREE!CEEscalatedcallTransferto salesBrokerdealerchangecallNewaccountopeningprocessStatusupdate ontrackingitemeservicerequest

Advisor Services 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
  1. Statement question
  2. Retirement services question
  3. Transfer paperwork
  4. ISC process walkthrough
  5. DocuSign question
  6. Password reset call
  7. Withdrawal request
  8. NIGO QUESTION
  9. FREE!
  10. CE
  11. Escalated call
  12. Transfer to sales
  13. Broker dealer change call
  14. New account opening process
  15. Status update on tracking item
  16. eservice request