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