Asked aboutthe Reg 60statement10A/BPut in aManagerRequestAskingwhere thetransferpaperworkwas sent toSatisfy arequirementColorcodedshelf gemwas usedDe-escalateE-DeliveryThe call isfrom thetransfercompanyRe-triggeringTransferpaperworkUnableto Verifya CallerRe-issuerequestSendingblankformsPortal-how tolocateratesStoppayrequestWhere wasthe deliverypacket sentInternalContractStatuscheckTrustpolicyNBProducererrorUTMA/UGMAContractRatesInheritedIRARequestfor aProductchangePaymentReviewcallAsked aboutthe Reg 60statement10A/BPut in aManagerRequestAskingwhere thetransferpaperworkwas sent toSatisfy arequirementColorcodedshelf gemwas usedDe-escalateE-DeliveryThe call isfrom thetransfercompanyRe-triggeringTransferpaperworkUnableto Verifya CallerRe-issuerequestSendingblankformsPortal-how tolocateratesStoppayrequestWhere wasthe deliverypacket sentInternalContractStatuscheckTrustpolicyNBProducererrorUTMA/UGMAContractRatesInheritedIRARequestfor aProductchangePaymentReviewcall

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. Asked about the Reg 60 statement 10A/B
  2. Put in a Manager Request
  3. Asking where the transfer paperwork was sent to
  4. Satisfy a requirement
  5. Color coded shelf gem was used
  6. De-escalate
  7. E-Delivery
  8. The call is from the transfer company
  9. Re-triggering Transfer paperwork
  10. Unable to Verify a Caller
  11. Re-issue request
  12. Sending blank forms
  13. Portal-how to locate rates
  14. Stop pay request
  15. Where was the delivery packet sent
  16. Internal Contract
  17. Status check
  18. Trust policy
  19. NB Producer error
  20. UTMA/UGMA Contract
  21. Rates
  22. Inherited IRA
  23. Request for a Product change
  24. Payment Review call