Transferto SalesMerrillLynchPolicyWhere wasthe deliverypacket sentSatisfy arequirementReceivepraisefrom acallerStatuscheckSendingblankformsTrustpolicyRe-triggeringTransferpaperworkAsked aboutthe Reg 60statement10A/BInheritedIRARequestfor aProductchangeIgnoreCVF forBeneficiaryThe call isfrom thetransfercompanyPortal-how tolocateratesColorcodedshelf gemwas usedAskingwhere tosend inthe fundsPaymentReviewcallTransferto SuitUTMA/UGMAContractStoppayrequestDeathClaimAsked"Have youreceivedthe check"RatesTransferto SalesMerrillLynchPolicyWhere wasthe deliverypacket sentSatisfy arequirementReceivepraisefrom acallerStatuscheckSendingblankformsTrustpolicyRe-triggeringTransferpaperworkAsked aboutthe Reg 60statement10A/BInheritedIRARequestfor aProductchangeIgnoreCVF forBeneficiaryThe call isfrom thetransfercompanyPortal-how tolocateratesColorcodedshelf gemwas usedAskingwhere tosend inthe fundsPaymentReviewcallTransferto SuitUTMA/UGMAContractStoppayrequestDeathClaimAsked"Have youreceivedthe check"Rates

Hybrid Bingo - Call List

(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.


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