StatuscheckWellsFargoTrustpolicyTransferto suitNB workitemmadefrom a callIssuedpolicyTransfertoAgencyAsking forthe IssuedateWhere wasthe deliverypacket sentIssue apolicyRequestfor aProductchangeSearch fora policyusing anSSNFollow upcallrequestedHelplinehelpsyouThe call isfrom thetransfercompanyBackOffice ison the lineUnableto Verifya CallerJPMorganChaseTransferto theCCCUpdatingOwnerinformationCallingabout theACHpaymentStoppayrequestIgnore theTVF forbeneficiaryChange/updatethe BeneficiaryInheritedIRAIgnoreCVF forBeneficiaryHave acaller jointhe callDe-escalateAddSuspenseRatesAskingwhere tosend inthe fundsColorcodedshelf gemwas usedPaymentReviewcallSatisfy arequirementRe-triggeringTransferpaperworkNBProducererrorAsked"Have youreceivedthe check"Transferto SalesAskingwhere thetransferpaperworkwas sent toHybridProcedureshelf gemwas usedExplainthe Reg60ProcessMaking achange totheallocationsUTMA/UGMAContractDeathClaimCallingabout aproducererrorAskingabout thestatus ofthe transferMorganStanleyPut in aManagerRequestMerrillLynchPolicyE-DeliveryCancelleda policyRe-issuerequestOwner andProducerboth onthe callReissuerequestPOApolicyInternalContractReceivepraisefrom acallerVerbalW-9Portalhow tolocateratesSendingblankformsStatuscheckWellsFargoTrustpolicyTransferto suitNB workitemmadefrom a callIssuedpolicyTransfertoAgencyAsking forthe IssuedateWhere wasthe deliverypacket sentIssue apolicyRequestfor aProductchangeSearch fora policyusing anSSNFollow upcallrequestedHelplinehelpsyouThe call isfrom thetransfercompanyBackOffice ison the lineUnableto Verifya CallerJPMorganChaseTransferto theCCCUpdatingOwnerinformationCallingabout theACHpaymentStoppayrequestIgnore theTVF forbeneficiaryChange/updatethe BeneficiaryInheritedIRAIgnoreCVF forBeneficiaryHave acaller jointhe callDe-escalateAddSuspenseRatesAskingwhere tosend inthe fundsColorcodedshelf gemwas usedPaymentReviewcallSatisfy arequirementRe-triggeringTransferpaperworkNBProducererrorAsked"Have youreceivedthe check"Transferto SalesAskingwhere thetransferpaperworkwas sent toHybridProcedureshelf gemwas usedExplainthe Reg60ProcessMaking achange totheallocationsUTMA/UGMAContractDeathClaimCallingabout aproducererrorAskingabout thestatus ofthe transferMorganStanleyPut in aManagerRequestMerrillLynchPolicyE-DeliveryCancelleda policyRe-issuerequestOwner andProducerboth onthe callReissuerequestPOApolicyInternalContractReceivepraisefrom acallerVerbalW-9Portalhow tolocateratesSendingblankforms

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