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

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