De-escalateWhere wasthe deliverypacket sentSendingblankformsRe-triggeringTransferpaperworkNBProducererrorStoppayrequestPut in aManagerRequestE-DeliveryTrustpolicyStatuscheckAsked aboutthe Reg 60statement10A/BAskingwhere thetransferpaperworkwas sent toRatesColorcodedshelf gemwas usedPortal-how tolocateratesRequestfor aProductchangeUTMA/UGMAContractSatisfy arequirementPaymentReviewcallThe call isfrom thetransfercompanyInheritedIRAInternalContractUnableto Verifya CallerRe-issuerequestDe-escalateWhere wasthe deliverypacket sentSendingblankformsRe-triggeringTransferpaperworkNBProducererrorStoppayrequestPut in aManagerRequestE-DeliveryTrustpolicyStatuscheckAsked aboutthe Reg 60statement10A/BAskingwhere thetransferpaperworkwas sent toRatesColorcodedshelf gemwas usedPortal-how tolocateratesRequestfor aProductchangeUTMA/UGMAContractSatisfy arequirementPaymentReviewcallThe call isfrom thetransfercompanyInheritedIRAInternalContractUnableto Verifya CallerRe-issuerequest

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