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