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