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