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