JointAccountMaintenanceHandle HomeLoans andSuccessor inInterest Calls -Case ManagerReverse aDeceasedCustomerNotificationReportedOpen IRABeneficiaryTrust -EstateAccountRewardPointsRedemptionReactivateInactive,Dormant orAbandonedAccountsDigitalElectronicDocumentEsignprocessIRA TaxWithholdingJob AidOpenBeneficiaryTrust -EstateAccountDeath Certificate,Notices andForeign DocumentAcceptanceRequirementsDocumentReviewAuthenticate aCaller -Consumer,Small Businessor EmployeeActivate orUpdateEstateServicesOnlineMortgageServices CallFlowDeceasedReversalCallsProtectiveMaintenanceNewjerseySpecialInstructionCaseManager -Call Handlingand CaseReviewUse aSecretary ofStateWebsiteSummarySmallEstateGuidelinesTaxwithholdingIRA/CDOnlineBankingSmallBusinessAuthenticateInbound orOutboundHandleManagerEscalationCalls andCallbacksJointAccountMaintenanceHandle HomeLoans andSuccessor inInterest Calls -Case ManagerReverse aDeceasedCustomerNotificationReportedOpen IRABeneficiaryTrust -EstateAccountRewardPointsRedemptionReactivateInactive,Dormant orAbandonedAccountsDigitalElectronicDocumentEsignprocessIRA TaxWithholdingJob AidOpenBeneficiaryTrust -EstateAccountDeath Certificate,Notices andForeign DocumentAcceptanceRequirementsDocumentReviewAuthenticate aCaller -Consumer,Small Businessor EmployeeActivate orUpdateEstateServicesOnlineMortgageServices CallFlowDeceasedReversalCallsProtectiveMaintenanceNewjerseySpecialInstructionCaseManager -Call Handlingand CaseReviewUse aSecretary ofStateWebsiteSummarySmallEstateGuidelinesTaxwithholdingIRA/CDOnlineBankingSmallBusinessAuthenticateInbound orOutboundHandleManagerEscalationCalls andCallbacks

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