Authenticate aCaller -Consumer,Small Businessor EmployeeOpenBeneficiaryTrust -EstateAccountReverse aDeceasedCustomerNotificationReportedNewjerseySpecialInstructionSmallEstateGuidelinesCallFlowDeceasedReversalCallsAuthenticateInbound orOutboundDocumentReviewJointAccountMaintenanceProtectiveMaintenanceActivate orUpdateEstateServicesOnlineIRA TaxWithholdingJob AidTaxwithholdingIRA/CDCaseManager -Call Handlingand CaseReviewReactivateInactive,Dormant orAbandonedAccountsHandle HomeLoans andSuccessor inInterest Calls -Case ManagerDeath Certificate,Notices andForeign DocumentAcceptanceRequirementsHandleManagerEscalationCalls andCallbacksOnlineBankingSmallBusinessUse aSecretary ofStateWebsiteSummaryRewardPointsRedemptionOpen IRABeneficiaryTrust -EstateAccountDigitalElectronicDocumentEsignprocessMortgageServices Authenticate aCaller -Consumer,Small Businessor EmployeeOpenBeneficiaryTrust -EstateAccountReverse aDeceasedCustomerNotificationReportedNewjerseySpecialInstructionSmallEstateGuidelinesCallFlowDeceasedReversalCallsAuthenticateInbound orOutboundDocumentReviewJointAccountMaintenanceProtectiveMaintenanceActivate orUpdateEstateServicesOnlineIRA TaxWithholdingJob AidTaxwithholdingIRA/CDCaseManager -Call Handlingand CaseReviewReactivateInactive,Dormant orAbandonedAccountsHandle HomeLoans andSuccessor inInterest Calls -Case ManagerDeath Certificate,Notices andForeign DocumentAcceptanceRequirementsHandleManagerEscalationCalls andCallbacksOnlineBankingSmallBusinessUse aSecretary ofStateWebsiteSummaryRewardPointsRedemptionOpen IRABeneficiaryTrust -EstateAccountDigitalElectronicDocumentEsignprocessMortgageServices 

Procedure - 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. Authenticate a Caller - Consumer, Small Business or Employee
  2. Open Beneficiary Trust - Estate Account
  3. Reverse a Deceased Customer Notification Reported
  4. New jersey Special Instruction
  5. Small Estate Guidelines
  6. Call Flow
  7. Deceased Reversal Calls
  8. Authenticate Inbound or Outbound
  9. Document Review
  10. Joint Account Maintenance
  11. Protective Maintenance
  12. Activate or Update Estate Services Online
  13. IRA Tax Withholding Job Aid
  14. Tax withholding IRA/CD
  15. Case Manager - Call Handling and Case Review
  16. Reactivate Inactive, Dormant or Abandoned Accounts
  17. Handle Home Loans and Successor in Interest Calls - Case Manager
  18. Death Certificate, Notices and Foreign Document Acceptance Requirements
  19. Handle Manager Escalation Calls and Callbacks
  20. Online Banking Small Business
  21. Use a Secretary of State Website Summary
  22. Reward Points Redemption
  23. Open IRA Beneficiary Trust - Estate Account
  24. Digital Electronic Document Esign process
  25. Mortgage Services