CaseManager -Call Handlingand CaseReviewOpen IRABeneficiaryTrust -EstateAccountAuthenticateInbound orOutboundNewjerseySpecialInstructionAuthenticate aCaller -Consumer,Small Businessor EmployeeJointAccountMaintenanceCallFlowUse aSecretary ofStateWebsiteSummaryDeceasedReversalCallsOnlineBankingSmallBusinessMortgageServices DocumentReviewReactivateInactive,Dormant orAbandonedAccountsRewardPointsRedemptionOpenBeneficiaryTrust -EstateAccountProtectiveMaintenanceHandleManagerEscalationCalls andCallbacksDigitalElectronicDocumentEsignprocessReverse aDeceasedCustomerNotificationReportedIRA TaxWithholdingJob AidActivate orUpdateEstateServicesOnlineSmallEstateGuidelinesTaxwithholdingIRA/CDDeath Certificate,Notices andForeign DocumentAcceptanceRequirementsHandle HomeLoans andSuccessor inInterest Calls -Case ManagerCaseManager -Call Handlingand CaseReviewOpen IRABeneficiaryTrust -EstateAccountAuthenticateInbound orOutboundNewjerseySpecialInstructionAuthenticate aCaller -Consumer,Small Businessor EmployeeJointAccountMaintenanceCallFlowUse aSecretary ofStateWebsiteSummaryDeceasedReversalCallsOnlineBankingSmallBusinessMortgageServices DocumentReviewReactivateInactive,Dormant orAbandonedAccountsRewardPointsRedemptionOpenBeneficiaryTrust -EstateAccountProtectiveMaintenanceHandleManagerEscalationCalls andCallbacksDigitalElectronicDocumentEsignprocessReverse aDeceasedCustomerNotificationReportedIRA TaxWithholdingJob AidActivate orUpdateEstateServicesOnlineSmallEstateGuidelinesTaxwithholdingIRA/CDDeath Certificate,Notices andForeign DocumentAcceptanceRequirementsHandle HomeLoans andSuccessor inInterest Calls -Case Manager

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