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