Payment Review call Color coded shelf gem was used Death Claim Trust policy Status check Merrill Lynch Policy Transfer to Suit Request for a Product change UTMA/UGMA Contract Asking where to send in the funds Stop pay request The call is from the transfer company Inherited IRA Re- triggering Transfer paperwork Portal- how to locate rates Rates Ignore CVF for Beneficiary Where was the delivery packet sent Asked about the Reg 60 statement 10A/B Receive praise from a caller Transfer to Sales Sending blank forms Asked "Have you received the check" Satisfy a requirement Payment Review call Color coded shelf gem was used Death Claim Trust policy Status check Merrill Lynch Policy Transfer to Suit Request for a Product change UTMA/UGMA Contract Asking where to send in the funds Stop pay request The call is from the transfer company Inherited IRA Re- triggering Transfer paperwork Portal- how to locate rates Rates Ignore CVF for Beneficiary Where was the delivery packet sent Asked about the Reg 60 statement 10A/B Receive praise from a caller Transfer to Sales Sending blank forms Asked "Have you received the check" Satisfy a requirement
(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.
Payment Review call
Color coded shelf gem was used
Death Claim
Trust policy
Status check
Merrill Lynch Policy
Transfer to Suit
Request for a Product change
UTMA/UGMA Contract
Asking where to send in the funds
Stop pay request
The call is from the transfer company
Inherited IRA
Re-triggering Transfer paperwork
Portal-how to locate rates
Rates
Ignore CVF for Beneficiary
Where was the delivery packet sent
Asked about the Reg 60 statement 10A/B
Receive praise from a caller
Transfer to Sales
Sending blank forms
Asked "Have you received the check"
Satisfy a requirement