CallFlowActivate orUpdateEstateServicesOnlineHandle HomeLoans andSuccessor inInterest Calls -Case ManagerDocumentReviewIRA TaxWithholdingJob AidUse aSecretary ofStateWebsiteSummaryTaxwithholdingIRA/CDSmallEstateGuidelinesNewjerseySpecialInstructionAuthenticateInbound orOutboundHandleManagerEscalationCalls andCallbacksReactivateInactive,Dormant orAbandonedAccountsOnlineBankingSmallBusinessOpenBeneficiaryTrust -EstateAccountCaseManager -Call Handlingand CaseReviewOpen IRABeneficiaryTrust -EstateAccountMortgageServices Reverse aDeceasedCustomerNotificationReportedDeath Certificate,Notices andForeign DocumentAcceptanceRequirementsAuthenticate aCaller -Consumer,Small Businessor EmployeeDeceasedReversalCallsJointAccountMaintenanceDigitalElectronicDocumentEsignprocessProtectiveMaintenanceRewardPointsRedemptionCallFlowActivate orUpdateEstateServicesOnlineHandle HomeLoans andSuccessor inInterest Calls -Case ManagerDocumentReviewIRA TaxWithholdingJob AidUse aSecretary ofStateWebsiteSummaryTaxwithholdingIRA/CDSmallEstateGuidelinesNewjerseySpecialInstructionAuthenticateInbound orOutboundHandleManagerEscalationCalls andCallbacksReactivateInactive,Dormant orAbandonedAccountsOnlineBankingSmallBusinessOpenBeneficiaryTrust -EstateAccountCaseManager -Call Handlingand CaseReviewOpen IRABeneficiaryTrust -EstateAccountMortgageServices Reverse aDeceasedCustomerNotificationReportedDeath Certificate,Notices andForeign DocumentAcceptanceRequirementsAuthenticate aCaller -Consumer,Small Businessor EmployeeDeceasedReversalCallsJointAccountMaintenanceDigitalElectronicDocumentEsignprocessProtectiveMaintenanceRewardPointsRedemption

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