Askingwhere thetransferpaperworkwas sent toThe call isfrom thetransfercompanyUnableto Verifya CallerE-DeliveryStoppayrequestPaymentReviewcallAsked aboutthe Reg 60statement10A/BSendingblankformsInheritedIRAInternalContractRe-issuerequestDe-escalateTrustpolicyRatesSatisfy arequirementNBProducererrorPut in aManagerRequestColorcodedshelf gemwas usedStatuscheckUTMA/UGMAContractPortal-how tolocateratesRe-triggeringTransferpaperworkWhere wasthe deliverypacket sentRequestfor aProductchangeAskingwhere thetransferpaperworkwas sent toThe call isfrom thetransfercompanyUnableto Verifya CallerE-DeliveryStoppayrequestPaymentReviewcallAsked aboutthe Reg 60statement10A/BSendingblankformsInheritedIRAInternalContractRe-issuerequestDe-escalateTrustpolicyRatesSatisfy arequirementNBProducererrorPut in aManagerRequestColorcodedshelf gemwas usedStatuscheckUTMA/UGMAContractPortal-how tolocateratesRe-triggeringTransferpaperworkWhere wasthe deliverypacket sentRequestfor 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. Asking where the transfer paperwork was sent to
  2. The call is from the transfer company
  3. Unable to Verify a Caller
  4. E-Delivery
  5. Stop pay request
  6. Payment Review call
  7. Asked about the Reg 60 statement 10A/B
  8. Sending blank forms
  9. Inherited IRA
  10. Internal Contract
  11. Re-issue request
  12. De-escalate
  13. Trust policy
  14. Rates
  15. Satisfy a requirement
  16. NB Producer error
  17. Put in a Manager Request
  18. Color coded shelf gem was used
  19. Status check
  20. UTMA/UGMA Contract
  21. Portal-how to locate rates
  22. Re-triggering Transfer paperwork
  23. Where was the delivery packet sent
  24. Request for a Product change