TrustpolicyTransferto SalesIgnoreCVF forBeneficiaryRatesDeathClaimAskingwhere tosend inthe fundsStatuscheckUTMA/UGMAContractMerrillLynchPolicyColorcodedshelf gemwas usedRe-triggeringTransferpaperworkStoppayrequestSendingblankformsTransferto SuitSatisfy arequirementPaymentReviewcallWhere wasthe deliverypacket sentAsked aboutthe Reg 60statement10A/BRequestfor aProductchangeInheritedIRAReceivepraisefrom acallerThe call isfrom thetransfercompanyAsked"Have youreceivedthe check"Portal-how tolocateratesTrustpolicyTransferto SalesIgnoreCVF forBeneficiaryRatesDeathClaimAskingwhere tosend inthe fundsStatuscheckUTMA/UGMAContractMerrillLynchPolicyColorcodedshelf gemwas usedRe-triggeringTransferpaperworkStoppayrequestSendingblankformsTransferto SuitSatisfy arequirementPaymentReviewcallWhere wasthe deliverypacket sentAsked aboutthe Reg 60statement10A/BRequestfor aProductchangeInheritedIRAReceivepraisefrom acallerThe call isfrom thetransfercompanyAsked"Have youreceivedthe check"Portal-how tolocaterates

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