PaymentReviewcallRe-triggeringTransferpaperworkInternalContractStoppayrequestUTMA/UGMAContractAsked aboutthe Reg 60statement10A/BRatesTrustpolicyStatuscheckE-DeliveryPut in aManagerRequestInheritedIRASendingblankformsColorcodedshelf gemwas usedThe call isfrom thetransfercompanyUnableto Verifya CallerAskingwhere thetransferpaperworkwas sent toPortal-how tolocateratesRe-issuerequestSatisfy arequirementWhere wasthe deliverypacket sentRequestfor aProductchangeNBProducererrorDe-escalatePaymentReviewcallRe-triggeringTransferpaperworkInternalContractStoppayrequestUTMA/UGMAContractAsked aboutthe Reg 60statement10A/BRatesTrustpolicyStatuscheckE-DeliveryPut in aManagerRequestInheritedIRASendingblankformsColorcodedshelf gemwas usedThe call isfrom thetransfercompanyUnableto Verifya CallerAskingwhere thetransferpaperworkwas sent toPortal-how tolocateratesRe-issuerequestSatisfy arequirementWhere wasthe deliverypacket sentRequestfor aProductchangeNBProducererrorDe-escalate

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