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