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