IgnoreCVF forBeneficiarySendingblankformsSatisfy arequirementDeathClaimHybridProcedureshelf gemwas usedReceivepraisefrom acallerAskingabout thestatus ofthe transferTrustpolicyIgnore theTVF forbeneficiaryAsked"Have youreceivedthe check"Re-issuerequestPOApolicyWhere wasthe deliverypacket sentStatuscheckUnableto Verifya CallerAsking forthe IssuedateUTMA/UGMAContractWellsFargoMaking achange totheallocationsCancelleda policyPaymentReviewcallPortalhow tolocateratesMorganStanleyAskingwhere tosend inthe fundsAskingwhere thetransferpaperworkwas sent toThe call isfrom thetransfercompanyVerbalW-9ReissuerequestAddSuspenseJPMorganChaseInheritedIRAPut in aManagerRequestTransferto suitNB workitemmadefrom a callSearch fora policyusing anSSNHelplinehelpsyouOwner andProducerboth onthe callTransfertoAgencyCallingabout theACHpaymentIssuedpolicyE-DeliveryStoppayrequestChange/updatethe BeneficiaryFollow upcallrequestedBackOffice ison the lineCallingabout aproducererrorColorcodedshelf gemwas usedUpdatingOwnerinformationExplainthe Reg60ProcessInternalContractTransferto theCCCNBProducererrorRe-triggeringTransferpaperworkTransferto SalesHave acaller jointhe callRatesIssue apolicyDe-escalateMerrillLynchPolicyRequestfor aProductchangeIgnoreCVF forBeneficiarySendingblankformsSatisfy arequirementDeathClaimHybridProcedureshelf gemwas usedReceivepraisefrom acallerAskingabout thestatus ofthe transferTrustpolicyIgnore theTVF forbeneficiaryAsked"Have youreceivedthe check"Re-issuerequestPOApolicyWhere wasthe deliverypacket sentStatuscheckUnableto Verifya CallerAsking forthe IssuedateUTMA/UGMAContractWellsFargoMaking achange totheallocationsCancelleda policyPaymentReviewcallPortalhow tolocateratesMorganStanleyAskingwhere tosend inthe fundsAskingwhere thetransferpaperworkwas sent toThe call isfrom thetransfercompanyVerbalW-9ReissuerequestAddSuspenseJPMorganChaseInheritedIRAPut in aManagerRequestTransferto suitNB workitemmadefrom a callSearch fora policyusing anSSNHelplinehelpsyouOwner andProducerboth onthe callTransfertoAgencyCallingabout theACHpaymentIssuedpolicyE-DeliveryStoppayrequestChange/updatethe BeneficiaryFollow upcallrequestedBackOffice ison the lineCallingabout aproducererrorColorcodedshelf gemwas usedUpdatingOwnerinformationExplainthe Reg60ProcessInternalContractTransferto theCCCNBProducererrorRe-triggeringTransferpaperworkTransferto SalesHave acaller jointhe callRatesIssue apolicyDe-escalateMerrillLynchPolicyRequestfor 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. Ignore CVF for Beneficiary
  2. Sending blank forms
  3. Satisfy a requirement
  4. Death Claim
  5. Hybrid Procedure shelf gem was used
  6. Receive praise from a caller
  7. Asking about the status of the transfer
  8. Trust policy
  9. Ignore the TVF for beneficiary
  10. Asked "Have you received the check"
  11. Re-issue request
  12. POA policy
  13. Where was the delivery packet sent
  14. Status check
  15. Unable to Verify a Caller
  16. Asking for the Issue date
  17. UTMA/UGMA Contract
  18. Wells Fargo
  19. Making a change to the allocations
  20. Cancelled a policy
  21. Payment Review call
  22. Portal how to locate rates
  23. Morgan Stanley
  24. Asking where to send in the funds
  25. Asking where the transfer paperwork was sent to
  26. The call is from the transfer company
  27. Verbal W-9
  28. Reissue request
  29. Add Suspense
  30. JP Morgan Chase
  31. Inherited IRA
  32. Put in a Manager Request
  33. Transfer to suit
  34. NB work item made from a call
  35. Search for a policy using an SSN
  36. Helpline helps you
  37. Owner and Producer both on the call
  38. Transfer to Agency
  39. Calling about the ACH payment
  40. Issued policy
  41. E-Delivery
  42. Stop pay request
  43. Change/update the Beneficiary
  44. Follow up call requested
  45. Back Office is on the line
  46. Calling about a producer error
  47. Color coded shelf gem was used
  48. Updating Owner information
  49. Explain the Reg 60 Process
  50. Internal Contract
  51. Transfer to the CCC
  52. NB Producer error
  53. Re-triggering Transfer paperwork
  54. Transfer to Sales
  55. Have a caller join the call
  56. Rates
  57. Issue a policy
  58. De-escalate
  59. Merrill Lynch Policy
  60. Request for a Product change