Put in a Manager Request Trust policy De- escalate Stop pay request Asking where the transfer paperwork was sent to Internal Contract UTMA/UGMA Contract Re- triggering Transfer paperwork Re- issue request NB Producer error Inherited IRA Unable to Verify a Caller Sending blank forms Payment Review call Where was the delivery packet sent Status check Asked about the Reg 60 statement 10A/B Request for a Product change Portal- how to locate rates E- Delivery The call is from the transfer company Rates Color coded shelf gem was used Satisfy a requirement Put in a Manager Request Trust policy De- escalate Stop pay request Asking where the transfer paperwork was sent to Internal Contract UTMA/UGMA Contract Re- triggering Transfer paperwork Re- issue request NB Producer error Inherited IRA Unable to Verify a Caller Sending blank forms Payment Review call Where was the delivery packet sent Status check Asked about the Reg 60 statement 10A/B Request for a Product change Portal- how to locate rates E- Delivery The call is from the transfer company Rates Color coded shelf gem was used Satisfy a requirement
(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.
Put in a Manager Request
Trust policy
De-escalate
Stop pay request
Asking where the transfer paperwork was sent to
Internal Contract
UTMA/UGMA Contract
Re-triggering Transfer paperwork
Re-issue request
NB Producer error
Inherited IRA
Unable to Verify a Caller
Sending blank forms
Payment Review call
Where was the delivery packet sent
Status check
Asked about the Reg 60 statement 10A/B
Request for a Product change
Portal-how to locate rates
E-Delivery
The call is from the transfer company
Rates
Color coded shelf gem was used
Satisfy a requirement