3. Asked about the Reg 60 statement 10A/B 6. Sending blank forms 25. Death Claim 30. Transfer to Suit 28. Receive praise from a caller 1. Put in a Manager Request 14. Trust policy 26. Asked "Have you received the check" 20. E- Delivery 10. Status check 12. Satisfy a requirement 23. Transfer to Sales 4. Color coded shelf gem was used 11. Re- triggering Transfer paperwork 9. Request for a Product change 19. Internal Contract 17. Rates 16. UTMA/UGMA Contract 13. Unable to Verify a Caller 2. Where was the delivery packet sent 15. Stop pay request 8. Payment Review call 18. Portal- how to locate rates 7. The call is from the transfer company 24. Merrill Lynch Policy 22. Transfer to the CCC 29. Asking where to send in the funds 21. De- escalate 27. Ignore CVF for Beneficiary 5. Inherited IRA 3. Asked about the Reg 60 statement 10A/B 6. Sending blank forms 25. Death Claim 30. Transfer to Suit 28. Receive praise from a caller 1. Put in a Manager Request 14. Trust policy 26. Asked "Have you received the check" 20. E- Delivery 10. Status check 12. Satisfy a requirement 23. Transfer to Sales 4. Color coded shelf gem was used 11. Re- triggering Transfer paperwork 9. Request for a Product change 19. Internal Contract 17. Rates 16. UTMA/UGMA Contract 13. Unable to Verify a Caller 2. Where was the delivery packet sent 15. Stop pay request 8. Payment Review call 18. Portal- how to locate rates 7. The call is from the transfer company 24. Merrill Lynch Policy 22. Transfer to the CCC 29. Asking where to send in the funds 21. De- escalate 27. Ignore CVF for Beneficiary 5. Inherited IRA
(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.
Asked about the Reg 60 statement 10A/B
3.
Sending blank forms
6.
Death Claim
25.
Transfer to Suit
30.
Receive praise from a caller
28.
Put in a Manager Request
1.
Trust policy
14.
Asked "Have you received the check"
26.
E-Delivery
20.
Status check
10.
Satisfy a requirement
12.
Transfer to Sales
23.
Color coded shelf gem was used
4.
Re-triggering Transfer paperwork
11.
Request for a Product change
9.
Internal Contract
19.
Rates
17.
UTMA/UGMA Contract
16.
Unable to Verify a Caller
13.
Where was the delivery packet sent
2.
Stop pay request
15.
Payment Review call
8.
Portal-how to locate rates
18.
The call is from the transfer company
7.
Merrill Lynch Policy
24.
Transfer to the CCC
22.
Asking where to send in the funds
29.
De-escalate
21.
Ignore CVF for Beneficiary
27.
Inherited IRA
5.