UTMA/UGMAContractRatesStatuscheckNBProducererrorE-DeliveryRe-triggeringTransferpaperworkInternalContractRequestfor aProductchangeColorcodedshelf gemwas usedSendingblankformsPut in aManagerRequestThe call isfrom thetransfercompanyUnableto Verifya CallerAsked aboutthe Reg 60statement10A/BWhere wasthe deliverypacket sentStoppayrequestPortal-how tolocateratesRe-issuerequestTrustpolicyDe-escalateInheritedIRAPaymentReviewcallSatisfy arequirementAskingwhere thetransferpaperworkwas sent toUTMA/UGMAContractRatesStatuscheckNBProducererrorE-DeliveryRe-triggeringTransferpaperworkInternalContractRequestfor aProductchangeColorcodedshelf gemwas usedSendingblankformsPut in aManagerRequestThe call isfrom thetransfercompanyUnableto Verifya CallerAsked aboutthe Reg 60statement10A/BWhere wasthe deliverypacket sentStoppayrequestPortal-how tolocateratesRe-issuerequestTrustpolicyDe-escalateInheritedIRAPaymentReviewcallSatisfy arequirementAskingwhere thetransferpaperworkwas sent to

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