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