An overridefor OTWwithoutgetting clientthrough OTP<email alert comesout about systemissue> "Anyonehaving issues with<insert systemissue emaildiscussed>?"What isVanguard'saddress?""How canthe clientsend theforms backto us?""Where is the linkfor <inserttownhall/webinar>?""Is theresomethingwrong withthe securitycodes?""Why can't Iorder moreCWR forthe client?""What canthe <fill in theblank agentauthority>do?""What isthis <insertrestriction>restriction?""How does aclient get acopy of theQCDcheck?""How do Iremove thisAVBArestriction?""Can I geta secondpair of eyeson this?""Why can't Iexchange <fill inthe blank>..."(when CrossReg would haveanswered this)"How do wechange the15 min limitfor sessiontimeouts?"An overrideask with oneowner OTP ina joint NOTJTWROSsomeoneasking for anoverride inthe businesschat"OutsideInvestments...whenare they updating?""I needhelplocatingCWR...""How do Iconvert thisclient's shareclass?"Seasonalquestion like:"When are yearend statementssent?""Can I gethelp finding<insertform> inAWD/BPM?""Where are theinvestmentslips I cansend theclient?"asking identicalquestion that wasasked that sameday (when CNTL Fwould've found theanswer in chat)"Is theresomethingwrong with ORWhy isn't theJTT toolworking?""What isthe mill ratefor <insertdate>?"An overridefor OTWwithoutgetting clientthrough OTP<email alert comesout about systemissue> "Anyonehaving issues with<insert systemissue emaildiscussed>?"What isVanguard'saddress?""How canthe clientsend theforms backto us?""Where is the linkfor <inserttownhall/webinar>?""Is theresomethingwrong withthe securitycodes?""Why can't Iorder moreCWR forthe client?""What canthe <fill in theblank agentauthority>do?""What isthis <insertrestriction>restriction?""How does aclient get acopy of theQCDcheck?""How do Iremove thisAVBArestriction?""Can I geta secondpair of eyeson this?""Why can't Iexchange <fill inthe blank>..."(when CrossReg would haveanswered this)"How do wechange the15 min limitfor sessiontimeouts?"An overrideask with oneowner OTP ina joint NOTJTWROSsomeoneasking for anoverride inthe businesschat"OutsideInvestments...whenare they updating?""I needhelplocatingCWR...""How do Iconvert thisclient's shareclass?"Seasonalquestion like:"When are yearend statementssent?""Can I gethelp finding<insertform> inAWD/BPM?""Where are theinvestmentslips I cansend theclient?"asking identicalquestion that wasasked that sameday (when CNTL Fwould've found theanswer in chat)"Is theresomethingwrong with ORWhy isn't theJTT toolworking?""What isthe mill ratefor <insertdate>?"

SA Chat Bingo! - 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. An override for OTW without getting client through OTP
  2. <email alert comes out about system issue> "Anyone having issues with <insert system issue email discussed>?"
  3. What is Vanguard's address?"
  4. "How can the client send the forms back to us?"
  5. "Where is the link for <insert townhall/webinar>?"
  6. "Is there something wrong with the security codes?"
  7. "Why can't I order more CWR for the client?"
  8. "What can the <fill in the blank agent authority> do?"
  9. "What is this <insert restriction> restriction?"
  10. "How does a client get a copy of the QCD check?"
  11. "How do I remove this AVBA restriction?"
  12. "Can I get a second pair of eyes on this?"
  13. "Why can't I exchange <fill in the blank>..."(when Cross Reg would have answered this)
  14. "How do we change the 15 min limit for session timeouts?"
  15. An override ask with one owner OTP in a joint NOT JTWROS
  16. someone asking for an override in the business chat
  17. "Outside Investments...when are they updating?"
  18. "I need help locating CWR..."
  19. "How do I convert this client's share class?"
  20. Seasonal question like: "When are year end statements sent?"
  21. "Can I get help finding <insert form> in AWD/BPM?"
  22. "Where are the investment slips I can send the client?"
  23. asking identical question that was asked that same day (when CNTL F would've found the answer in chat)
  24. "Is there something wrong with OR Why isn't the JTT tool working?"
  25. "What is the mill rate for <insert date>?"