MRD 529 call – college savings Future mix change Hardship Create an XTRAC Duplicate statement Annuity calls Check verification Contribution increase of 10% Partial rollover/Partial Withdraw Bank acct. set-up Home Loan Balance of $1 Million or more Outbound call Stop and replace Full payout Hardship calculation POA call Kudos call De- escalation Future mix change Performed KBA Kudos call SPS transfer MRD 529 call – college savings Future mix change Hardship Create an XTRAC Duplicate statement Annuity calls Check verification Contribution increase of 10% Partial rollover/Partial Withdraw Bank acct. set-up Home Loan Balance of $1 Million or more Outbound call Stop and replace Full payout Hardship calculation POA call Kudos call De- escalation Future mix change Performed KBA Kudos call SPS transfer
(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.
MRD
529 call – college savings
Future mix change
Hardship
Create an XTRAC
Duplicate statement
Annuity calls
Check verification
Contribution increase of 10%
Partial rollover/Partial Withdraw
Bank acct. set-up
Home Loan
Balance of $1 Million or more
Outbound call
Stop and replace
Full payout
Hardship calculation
POA call
Kudos call
De-escalation
Future mix change
Performed KBA
Kudos call
SPS transfer