PaymentReviewcallColorcodedshelf gemwas usedDeathClaimTrustpolicyStatuscheckMerrillLynchPolicyTransferto SuitRequestfor aProductchangeUTMA/UGMAContractAskingwhere tosend inthe fundsStoppayrequestThe call isfrom thetransfercompanyInheritedIRARe-triggeringTransferpaperworkPortal-how tolocateratesRatesIgnoreCVF forBeneficiaryWhere wasthe deliverypacket sentAsked aboutthe Reg 60statement10A/BReceivepraisefrom acallerTransferto SalesSendingblankformsAsked"Have youreceivedthe check"Satisfy arequirementPaymentReviewcallColorcodedshelf gemwas usedDeathClaimTrustpolicyStatuscheckMerrillLynchPolicyTransferto SuitRequestfor aProductchangeUTMA/UGMAContractAskingwhere tosend inthe fundsStoppayrequestThe call isfrom thetransfercompanyInheritedIRARe-triggeringTransferpaperworkPortal-how tolocateratesRatesIgnoreCVF forBeneficiaryWhere wasthe deliverypacket sentAsked aboutthe Reg 60statement10A/BReceivepraisefrom acallerTransferto SalesSendingblankformsAsked"Have youreceivedthe check"Satisfy arequirement

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