Handle HomeLoans andSuccessor inInterest Calls -Case ManagerActivate orUpdateEstateServicesOnlineNewjerseySpecialInstructionDeceasedReversalCallsRewardPointsRedemptionDeath Certificate,Notices andForeign DocumentAcceptanceRequirementsHandleManagerEscalationCalls andCallbacksDocumentReviewOnlineBankingSmallBusinessDigitalElectronicDocumentEsignprocessCallFlowUse aSecretary ofStateWebsiteSummaryAuthenticate aCaller -Consumer,Small Businessor EmployeeSmallEstateGuidelinesReverse aDeceasedCustomerNotificationReportedJointAccountMaintenanceMortgageServices ReactivateInactive,Dormant orAbandonedAccountsOpen IRABeneficiaryTrust -EstateAccountOpenBeneficiaryTrust -EstateAccountAuthenticateInbound orOutboundCaseManager -Call Handlingand CaseReviewTaxwithholdingIRA/CDProtectiveMaintenanceIRA TaxWithholdingJob AidHandle HomeLoans andSuccessor inInterest Calls -Case ManagerActivate orUpdateEstateServicesOnlineNewjerseySpecialInstructionDeceasedReversalCallsRewardPointsRedemptionDeath Certificate,Notices andForeign DocumentAcceptanceRequirementsHandleManagerEscalationCalls andCallbacksDocumentReviewOnlineBankingSmallBusinessDigitalElectronicDocumentEsignprocessCallFlowUse aSecretary ofStateWebsiteSummaryAuthenticate aCaller -Consumer,Small Businessor EmployeeSmallEstateGuidelinesReverse aDeceasedCustomerNotificationReportedJointAccountMaintenanceMortgageServices ReactivateInactive,Dormant orAbandonedAccountsOpen IRABeneficiaryTrust -EstateAccountOpenBeneficiaryTrust -EstateAccountAuthenticateInbound orOutboundCaseManager -Call Handlingand CaseReviewTaxwithholdingIRA/CDProtectiveMaintenanceIRA TaxWithholdingJob Aid

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