Requestfor aProductchangeSendingblankformsStoppayrequestColorcodedshelf gemwas usedWhere wasthe deliverypacket sentRe-issuerequestAskingwhere thetransferpaperworkwas sent toSatisfy arequirementUnableto Verifya CallerTrustpolicyInternalContractPaymentReviewcallPut in aManagerRequestRe-triggeringTransferpaperworkInheritedIRAE-DeliveryThe call isfrom thetransfercompanyUTMA/UGMAContractRatesAsked aboutthe Reg 60statement10A/BDe-escalateNBProducererrorPortal-how tolocateratesStatuscheckRequestfor aProductchangeSendingblankformsStoppayrequestColorcodedshelf gemwas usedWhere wasthe deliverypacket sentRe-issuerequestAskingwhere thetransferpaperworkwas sent toSatisfy arequirementUnableto Verifya CallerTrustpolicyInternalContractPaymentReviewcallPut in aManagerRequestRe-triggeringTransferpaperworkInheritedIRAE-DeliveryThe call isfrom thetransfercompanyUTMA/UGMAContractRatesAsked aboutthe Reg 60statement10A/BDe-escalateNBProducererrorPortal-how tolocateratesStatuscheck

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