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