JointAccountMaintenanceDigitalElectronicDocumentEsignprocessCaseManager -Call Handlingand CaseReviewSmallEstateGuidelinesRewardPointsRedemptionDeath Certificate,Notices andForeign DocumentAcceptanceRequirementsIRA TaxWithholdingJob AidOnlineBankingSmallBusinessUse aSecretary ofStateWebsiteSummaryReverse aDeceasedCustomerNotificationReportedHandleManagerEscalationCalls andCallbacksDeceasedReversalCallsCallFlowProtectiveMaintenanceTaxwithholdingIRA/CDActivate orUpdateEstateServicesOnlineOpen IRABeneficiaryTrust -EstateAccountMortgageServices AuthenticateInbound orOutboundDocumentReviewReactivateInactive,Dormant orAbandonedAccountsNewjerseySpecialInstructionOpenBeneficiaryTrust -EstateAccountHandle HomeLoans andSuccessor inInterest Calls -Case ManagerAuthenticate aCaller -Consumer,Small Businessor EmployeeJointAccountMaintenanceDigitalElectronicDocumentEsignprocessCaseManager -Call Handlingand CaseReviewSmallEstateGuidelinesRewardPointsRedemptionDeath Certificate,Notices andForeign DocumentAcceptanceRequirementsIRA TaxWithholdingJob AidOnlineBankingSmallBusinessUse aSecretary ofStateWebsiteSummaryReverse aDeceasedCustomerNotificationReportedHandleManagerEscalationCalls andCallbacksDeceasedReversalCallsCallFlowProtectiveMaintenanceTaxwithholdingIRA/CDActivate orUpdateEstateServicesOnlineOpen IRABeneficiaryTrust -EstateAccountMortgageServices AuthenticateInbound orOutboundDocumentReviewReactivateInactive,Dormant orAbandonedAccountsNewjerseySpecialInstructionOpenBeneficiaryTrust -EstateAccountHandle HomeLoans andSuccessor inInterest Calls -Case ManagerAuthenticate aCaller -Consumer,Small Businessor Employee

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