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