DeathClaimInheritedIRAPaymentReviewcallRequestfor aProductchangeAskingwhere tosend inthe fundsReceivepraisefrom acallerStoppayrequestPortal-how tolocateratesMerrillLynchPolicyRatesStatuscheckTransferto SalesThe call isfrom thetransfercompanyTrustpolicyAsked aboutthe Reg 60statement10A/BSendingblankformsSatisfy arequirementIgnoreCVF forBeneficiaryWhere wasthe deliverypacket sentUTMA/UGMAContractTransferto SuitRe-triggeringTransferpaperworkColorcodedshelf gemwas usedAsked"Have youreceivedthe check"DeathClaimInheritedIRAPaymentReviewcallRequestfor aProductchangeAskingwhere tosend inthe fundsReceivepraisefrom acallerStoppayrequestPortal-how tolocateratesMerrillLynchPolicyRatesStatuscheckTransferto SalesThe call isfrom thetransfercompanyTrustpolicyAsked aboutthe Reg 60statement10A/BSendingblankformsSatisfy arequirementIgnoreCVF forBeneficiaryWhere wasthe deliverypacket sentUTMA/UGMAContractTransferto SuitRe-triggeringTransferpaperworkColorcodedshelf gemwas usedAsked"Have youreceivedthe check"

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