Change/updatethe BeneficiaryReissuerequestMorganStanleyHelplinehelpsyouAddSuspenseAskingabout thestatus ofthe transferHybridProcedureshelf gemwas usedExplainthe Reg60ProcessJPMorganChaseCallingabout theACHpaymentUpdatingOwnerinformationFollow upcallrequestedHave acaller jointhe callVerbalW-9NB workitemmadefrom a callOwner andProducerboth onthe callIgnore theTVF forbeneficiaryPOApolicyCallingabout aproducererrorIssue apolicyTransfertoAgencyWellsFargoBackOffice ison the lineSearch fora policyusing anSSNIssuedpolicyCancelleda policyChange/updatethe BeneficiaryReissuerequestMorganStanleyHelplinehelpsyouAddSuspenseAskingabout thestatus ofthe transferHybridProcedureshelf gemwas usedExplainthe Reg60ProcessJPMorganChaseCallingabout theACHpaymentUpdatingOwnerinformationFollow upcallrequestedHave acaller jointhe callVerbalW-9NB workitemmadefrom a callOwner andProducerboth onthe callIgnore theTVF forbeneficiaryPOApolicyCallingabout aproducererrorIssue apolicyTransfertoAgencyWellsFargoBackOffice ison the lineSearch fora policyusing anSSNIssuedpolicyCancelleda policy

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. Change/update the Beneficiary
  2. Reissue request
  3. Morgan Stanley
  4. Helpline helps you
  5. Add Suspense
  6. Asking about the status of the transfer
  7. Hybrid Procedure shelf gem was used
  8. Explain the Reg 60 Process
  9. JP Morgan Chase
  10. Calling about the ACH payment
  11. Updating Owner information
  12. Follow up call requested
  13. Have a caller join the call
  14. Verbal W-9
  15. NB work item made from a call
  16. Owner and Producer both on the call
  17. Ignore the TVF for beneficiary
  18. POA policy
  19. Calling about a producer error
  20. Issue a policy
  21. Transfer to Agency
  22. Wells Fargo
  23. Back Office is on the line
  24. Search for a policy using an SSN
  25. Issued policy
  26. Cancelled a policy