Requestfor aProductchangeTransferto SalesAsked"Have youreceivedthe check"DeathClaimAskingwhere tosend inthe fundsUTMA/UGMAContractRe-triggeringTransferpaperworkPaymentReviewcallInheritedIRATransferto SuitStatuscheckColorcodedshelf gemwas usedThe call isfrom thetransfercompanyStoppayrequestSendingblankformsWhere wasthe deliverypacket sentAsked aboutthe Reg 60statement10A/BRatesTrustpolicyIgnoreCVF forBeneficiarySatisfy arequirementReceivepraisefrom acallerMerrillLynchPolicyPortal-how tolocateratesRequestfor aProductchangeTransferto SalesAsked"Have youreceivedthe check"DeathClaimAskingwhere tosend inthe fundsUTMA/UGMAContractRe-triggeringTransferpaperworkPaymentReviewcallInheritedIRATransferto SuitStatuscheckColorcodedshelf gemwas usedThe call isfrom thetransfercompanyStoppayrequestSendingblankformsWhere wasthe deliverypacket sentAsked aboutthe Reg 60statement10A/BRatesTrustpolicyIgnoreCVF forBeneficiarySatisfy arequirementReceivepraisefrom acallerMerrillLynchPolicyPortal-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. Request for a Product change
  2. Transfer to Sales
  3. Asked "Have you received the check"
  4. Death Claim
  5. Asking where to send in the funds
  6. UTMA/UGMA Contract
  7. Re-triggering Transfer paperwork
  8. Payment Review call
  9. Inherited IRA
  10. Transfer to Suit
  11. Status check
  12. Color coded shelf gem was used
  13. The call is from the transfer company
  14. Stop pay request
  15. Sending blank forms
  16. Where was the delivery packet sent
  17. Asked about the Reg 60 statement 10A/B
  18. Rates
  19. Trust policy
  20. Ignore CVF for Beneficiary
  21. Satisfy a requirement
  22. Receive praise from a caller
  23. Merrill Lynch Policy
  24. Portal-how to locate rates