InternalContractColorcodedshelf gemwas usedNB workitemmadefrom a callInheritedIRAUTMA/UGMAContractTrustpolicyTransfertoAgencyAskingwhere thetransferpaperworkwas sent toAsking forthe IssuedateHelplinehelpsyouCallingabout aproducererrorAsked"Have youreceivedthe check"Issue apolicyRatesFollow upcallrequestedMerrillLynchPolicyTransferto SalesWhere wasthe deliverypacket sentSearch fora policyusing anSSNRequestfor aProductchangePOApolicyIssuedpolicyChange/updatethe BeneficiaryBackOffice ison the lineMorganStanleyTransferto suitCallingabout theACHpaymentAddSuspenseStoppayrequestRe-issuerequestReceivepraisefrom acallerDe-escalateSendingblankformsPortalhow tolocateratesUnableto Verifya CallerDeathClaimE-DeliveryHybridProcedureshelf gemwas usedRe-triggeringTransferpaperworkPaymentReviewcallTransferto theCCCCancelleda policyOwner andProducerboth onthe callUpdatingOwnerinformationExplainthe Reg60ProcessJPMorganChaseHave acaller jointhe callVerbalW-9NBProducererrorStatuscheckPut in aManagerRequestIgnore theTVF forbeneficiaryThe call isfrom thetransfercompanyAskingabout thestatus ofthe transferAskingwhere tosend inthe fundsWellsFargoIgnoreCVF forBeneficiarySatisfy arequirementReissuerequestMaking achange totheallocationsInternalContractColorcodedshelf gemwas usedNB workitemmadefrom a callInheritedIRAUTMA/UGMAContractTrustpolicyTransfertoAgencyAskingwhere thetransferpaperworkwas sent toAsking forthe IssuedateHelplinehelpsyouCallingabout aproducererrorAsked"Have youreceivedthe check"Issue apolicyRatesFollow upcallrequestedMerrillLynchPolicyTransferto SalesWhere wasthe deliverypacket sentSearch fora policyusing anSSNRequestfor aProductchangePOApolicyIssuedpolicyChange/updatethe BeneficiaryBackOffice ison the lineMorganStanleyTransferto suitCallingabout theACHpaymentAddSuspenseStoppayrequestRe-issuerequestReceivepraisefrom acallerDe-escalateSendingblankformsPortalhow tolocateratesUnableto Verifya CallerDeathClaimE-DeliveryHybridProcedureshelf gemwas usedRe-triggeringTransferpaperworkPaymentReviewcallTransferto theCCCCancelleda policyOwner andProducerboth onthe callUpdatingOwnerinformationExplainthe Reg60ProcessJPMorganChaseHave acaller jointhe callVerbalW-9NBProducererrorStatuscheckPut in aManagerRequestIgnore theTVF forbeneficiaryThe call isfrom thetransfercompanyAskingabout thestatus ofthe transferAskingwhere tosend inthe fundsWellsFargoIgnoreCVF forBeneficiarySatisfy arequirementReissuerequestMaking achange totheallocations

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. Internal Contract
  2. Color coded shelf gem was used
  3. NB work item made from a call
  4. Inherited IRA
  5. UTMA/UGMA Contract
  6. Trust policy
  7. Transfer to Agency
  8. Asking where the transfer paperwork was sent to
  9. Asking for the Issue date
  10. Helpline helps you
  11. Calling about a producer error
  12. Asked "Have you received the check"
  13. Issue a policy
  14. Rates
  15. Follow up call requested
  16. Merrill Lynch Policy
  17. Transfer to Sales
  18. Where was the delivery packet sent
  19. Search for a policy using an SSN
  20. Request for a Product change
  21. POA policy
  22. Issued policy
  23. Change/update the Beneficiary
  24. Back Office is on the line
  25. Morgan Stanley
  26. Transfer to suit
  27. Calling about the ACH payment
  28. Add Suspense
  29. Stop pay request
  30. Re-issue request
  31. Receive praise from a caller
  32. De-escalate
  33. Sending blank forms
  34. Portal how to locate rates
  35. Unable to Verify a Caller
  36. Death Claim
  37. E-Delivery
  38. Hybrid Procedure shelf gem was used
  39. Re-triggering Transfer paperwork
  40. Payment Review call
  41. Transfer to the CCC
  42. Cancelled a policy
  43. Owner and Producer both on the call
  44. Updating Owner information
  45. Explain the Reg 60 Process
  46. JP Morgan Chase
  47. Have a caller join the call
  48. Verbal W-9
  49. NB Producer error
  50. Status check
  51. Put in a Manager Request
  52. Ignore the TVF for beneficiary
  53. The call is from the transfer company
  54. Asking about the status of the transfer
  55. Asking where to send in the funds
  56. Wells Fargo
  57. Ignore CVF for Beneficiary
  58. Satisfy a requirement
  59. Reissue request
  60. Making a change to the allocations