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