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