The call isfrom thetransfercompanyInternalContractE-DeliveryRe-triggeringTransferpaperworkInheritedIRATransferto suitUnableto Verifya CallerIssuedpolicyNB workitemmadefrom a callUpdatingOwnerinformationTrustpolicyRe-issuerequestMaking achange totheallocationsDeathClaimAskingwhere tosend inthe fundsHelplinehelpsyouBackOffice ison the lineStoppayrequestMerrillLynchPolicyChange/updatethe BeneficiaryPOApolicyRequestfor aProductchangePut in aManagerRequestAsked"Have youreceivedthe check"HybridProcedureshelf gemwas usedCancelleda policySearch fora policyusing anSSNNBProducererrorDe-escalateIgnore theTVF forbeneficiaryMorganStanleyStatuscheckHave acaller jointhe callIssue apolicyTransfertoAgencyExplainthe Reg60ProcessJPMorganChaseTransferto SalesWhere wasthe deliverypacket sentColorcodedshelf gemwas usedOwner andProducerboth onthe callRatesPortalhow tolocateratesTransferto theCCCVerbalW-9SendingblankformsFollow upcallrequestedUTMA/UGMAContractAskingwhere thetransferpaperworkwas sent toCallingabout aproducererrorReissuerequestAsking forthe IssuedateAddSuspenseWellsFargoCallingabout theACHpaymentIgnoreCVF forBeneficiarySatisfy arequirementReceivepraisefrom acallerAskingabout thestatus ofthe transferPaymentReviewcallThe call isfrom thetransfercompanyInternalContractE-DeliveryRe-triggeringTransferpaperworkInheritedIRATransferto suitUnableto Verifya CallerIssuedpolicyNB workitemmadefrom a callUpdatingOwnerinformationTrustpolicyRe-issuerequestMaking achange totheallocationsDeathClaimAskingwhere tosend inthe fundsHelplinehelpsyouBackOffice ison the lineStoppayrequestMerrillLynchPolicyChange/updatethe BeneficiaryPOApolicyRequestfor aProductchangePut in aManagerRequestAsked"Have youreceivedthe check"HybridProcedureshelf gemwas usedCancelleda policySearch fora policyusing anSSNNBProducererrorDe-escalateIgnore theTVF forbeneficiaryMorganStanleyStatuscheckHave acaller jointhe callIssue apolicyTransfertoAgencyExplainthe Reg60ProcessJPMorganChaseTransferto SalesWhere wasthe deliverypacket sentColorcodedshelf gemwas usedOwner andProducerboth onthe callRatesPortalhow tolocateratesTransferto theCCCVerbalW-9SendingblankformsFollow upcallrequestedUTMA/UGMAContractAskingwhere thetransferpaperworkwas sent toCallingabout aproducererrorReissuerequestAsking forthe IssuedateAddSuspenseWellsFargoCallingabout theACHpaymentIgnoreCVF forBeneficiarySatisfy arequirementReceivepraisefrom acallerAskingabout thestatus ofthe transferPaymentReviewcall

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
  1. The call is from the transfer company
  2. Internal Contract
  3. E-Delivery
  4. Re-triggering Transfer paperwork
  5. Inherited IRA
  6. Transfer to suit
  7. Unable to Verify a Caller
  8. Issued policy
  9. NB work item made from a call
  10. Updating Owner information
  11. Trust policy
  12. Re-issue request
  13. Making a change to the allocations
  14. Death Claim
  15. Asking where to send in the funds
  16. Helpline helps you
  17. Back Office is on the line
  18. Stop pay request
  19. Merrill Lynch Policy
  20. Change/update the Beneficiary
  21. POA policy
  22. Request for a Product change
  23. Put in a Manager Request
  24. Asked "Have you received the check"
  25. Hybrid Procedure shelf gem was used
  26. Cancelled a policy
  27. Search for a policy using an SSN
  28. NB Producer error
  29. De-escalate
  30. Ignore the TVF for beneficiary
  31. Morgan Stanley
  32. Status check
  33. Have a caller join the call
  34. Issue a policy
  35. Transfer to Agency
  36. Explain the Reg 60 Process
  37. JP Morgan Chase
  38. Transfer to Sales
  39. Where was the delivery packet sent
  40. Color coded shelf gem was used
  41. Owner and Producer both on the call
  42. Rates
  43. Portal how to locate rates
  44. Transfer to the CCC
  45. Verbal W-9
  46. Sending blank forms
  47. Follow up call requested
  48. UTMA/UGMA Contract
  49. Asking where the transfer paperwork was sent to
  50. Calling about a producer error
  51. Reissue request
  52. Asking for the Issue date
  53. Add Suspense
  54. Wells Fargo
  55. Calling about the ACH payment
  56. Ignore CVF for Beneficiary
  57. Satisfy a requirement
  58. Receive praise from a caller
  59. Asking about the status of the transfer
  60. Payment Review call