Unableto Verifya CallerRe-triggeringTransferpaperworkWhere wasthe deliverypacket sentSatisfy arequirementDe-escalatePortal-how tolocateratesThe call isfrom thetransfercompanyRatesTrustpolicyPaymentReviewcallAsked aboutthe Reg 60statement10A/BInheritedIRAColorcodedshelf gemwas usedStoppayrequestPut in aManagerRequestStatuscheckE-DeliveryAskingwhere thetransferpaperworkwas sent toNBProducererrorSendingblankformsInternalContractRe-issuerequestUTMA/UGMAContractRequestfor aProductchangeUnableto Verifya CallerRe-triggeringTransferpaperworkWhere wasthe deliverypacket sentSatisfy arequirementDe-escalatePortal-how tolocateratesThe call isfrom thetransfercompanyRatesTrustpolicyPaymentReviewcallAsked aboutthe Reg 60statement10A/BInheritedIRAColorcodedshelf gemwas usedStoppayrequestPut in aManagerRequestStatuscheckE-DeliveryAskingwhere thetransferpaperworkwas sent toNBProducererrorSendingblankformsInternalContractRe-issuerequestUTMA/UGMAContractRequestfor aProductchange

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