Portal-how tolocateratesColorcodedshelf gemwas usedStatuscheckSatisfy arequirementStoppayrequestRe-issuerequestAsked aboutthe Reg 60statement10A/BRequestfor aProductchangeRe-triggeringTransferpaperworkThe call isfrom thetransfercompanyInheritedIRAAskingwhere thetransferpaperworkwas sent toNBProducererrorUTMA/UGMAContractPut in aManagerRequestUnableto Verifya CallerWhere wasthe deliverypacket sentPaymentReviewcallInternalContractSendingblankformsRatesTrustpolicyE-DeliveryDe-escalatePortal-how tolocateratesColorcodedshelf gemwas usedStatuscheckSatisfy arequirementStoppayrequestRe-issuerequestAsked aboutthe Reg 60statement10A/BRequestfor aProductchangeRe-triggeringTransferpaperworkThe call isfrom thetransfercompanyInheritedIRAAskingwhere thetransferpaperworkwas sent toNBProducererrorUTMA/UGMAContractPut in aManagerRequestUnableto Verifya CallerWhere wasthe deliverypacket sentPaymentReviewcallInternalContractSendingblankformsRatesTrustpolicyE-DeliveryDe-escalate

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