Put in aManagerRequestTrustpolicyDe-escalateStoppayrequestAskingwhere thetransferpaperworkwas sent toInternalContractUTMA/UGMAContractRe-triggeringTransferpaperworkRe-issuerequestNBProducererrorInheritedIRAUnableto Verifya CallerSendingblankformsPaymentReviewcallWhere wasthe deliverypacket sentStatuscheckAsked aboutthe Reg 60statement10A/BRequestfor aProductchangePortal-how tolocateratesE-DeliveryThe call isfrom thetransfercompanyRatesColorcodedshelf gemwas usedSatisfy arequirementPut in aManagerRequestTrustpolicyDe-escalateStoppayrequestAskingwhere thetransferpaperworkwas sent toInternalContractUTMA/UGMAContractRe-triggeringTransferpaperworkRe-issuerequestNBProducererrorInheritedIRAUnableto Verifya CallerSendingblankformsPaymentReviewcallWhere wasthe deliverypacket sentStatuscheckAsked aboutthe Reg 60statement10A/BRequestfor aProductchangePortal-how tolocateratesE-DeliveryThe call isfrom thetransfercompanyRatesColorcodedshelf gemwas usedSatisfy arequirement

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