Where wasthe deliverypacket sentMorganStanleyInheritedIRATransferto suitTransferto theCCCAsked"Have youreceivedthe check"Ignore theTVF forbeneficiaryDe-escalateReceivepraisefrom acallerRequestfor aProductchangeCallingabout theACHpaymentRe-triggeringTransferpaperworkHybridProcedureshelf gemwas usedE-DeliveryFollow upcallrequestedIssuedpolicyPut in aManagerRequestPaymentReviewcallUpdatingOwnerinformationCallingabout aproducererrorMerrillLynchPolicySatisfy arequirementIgnoreCVF forBeneficiaryBackOffice ison the lineNBProducererrorOwner andProducerboth onthe callTransferto SalesThe call isfrom thetransfercompanySendingblankformsColorcodedshelf gemwas usedInternalContractAskingwhere tosend inthe fundsTrustpolicyReissuerequestRatesPortalhow tolocateratesHave acaller jointhe callPOApolicyVerbalW-9Search fora policyusing anSSNJPMorganChaseAddSuspenseChange/updatethe BeneficiaryAsking forthe IssuedateCancelleda policyStatuscheckRe-issuerequestWellsFargoIssue apolicyDeathClaimNB workitemmadefrom a callAskingwhere thetransferpaperworkwas sent toUnableto Verifya CallerExplainthe Reg60ProcessHelplinehelpsyouAskingabout thestatus ofthe transferStoppayrequestTransfertoAgencyUTMA/UGMAContractMaking achange totheallocationsWhere wasthe deliverypacket sentMorganStanleyInheritedIRATransferto suitTransferto theCCCAsked"Have youreceivedthe check"Ignore theTVF forbeneficiaryDe-escalateReceivepraisefrom acallerRequestfor aProductchangeCallingabout theACHpaymentRe-triggeringTransferpaperworkHybridProcedureshelf gemwas usedE-DeliveryFollow upcallrequestedIssuedpolicyPut in aManagerRequestPaymentReviewcallUpdatingOwnerinformationCallingabout aproducererrorMerrillLynchPolicySatisfy arequirementIgnoreCVF forBeneficiaryBackOffice ison the lineNBProducererrorOwner andProducerboth onthe callTransferto SalesThe call isfrom thetransfercompanySendingblankformsColorcodedshelf gemwas usedInternalContractAskingwhere tosend inthe fundsTrustpolicyReissuerequestRatesPortalhow tolocateratesHave acaller jointhe callPOApolicyVerbalW-9Search fora policyusing anSSNJPMorganChaseAddSuspenseChange/updatethe BeneficiaryAsking forthe IssuedateCancelleda policyStatuscheckRe-issuerequestWellsFargoIssue apolicyDeathClaimNB workitemmadefrom a callAskingwhere thetransferpaperworkwas sent toUnableto Verifya CallerExplainthe Reg60ProcessHelplinehelpsyouAskingabout thestatus ofthe transferStoppayrequestTransfertoAgencyUTMA/UGMAContractMaking 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. Where was the delivery packet sent
  2. Morgan Stanley
  3. Inherited IRA
  4. Transfer to suit
  5. Transfer to the CCC
  6. Asked "Have you received the check"
  7. Ignore the TVF for beneficiary
  8. De-escalate
  9. Receive praise from a caller
  10. Request for a Product change
  11. Calling about the ACH payment
  12. Re-triggering Transfer paperwork
  13. Hybrid Procedure shelf gem was used
  14. E-Delivery
  15. Follow up call requested
  16. Issued policy
  17. Put in a Manager Request
  18. Payment Review call
  19. Updating Owner information
  20. Calling about a producer error
  21. Merrill Lynch Policy
  22. Satisfy a requirement
  23. Ignore CVF for Beneficiary
  24. Back Office is on the line
  25. NB Producer error
  26. Owner and Producer both on the call
  27. Transfer to Sales
  28. The call is from the transfer company
  29. Sending blank forms
  30. Color coded shelf gem was used
  31. Internal Contract
  32. Asking where to send in the funds
  33. Trust policy
  34. Reissue request
  35. Rates
  36. Portal how to locate rates
  37. Have a caller join the call
  38. POA policy
  39. Verbal W-9
  40. Search for a policy using an SSN
  41. JP Morgan Chase
  42. Add Suspense
  43. Change/update the Beneficiary
  44. Asking for the Issue date
  45. Cancelled a policy
  46. Status check
  47. Re-issue request
  48. Wells Fargo
  49. Issue a policy
  50. Death Claim
  51. NB work item made from a call
  52. Asking where the transfer paperwork was sent to
  53. Unable to Verify a Caller
  54. Explain the Reg 60 Process
  55. Helpline helps you
  56. Asking about the status of the transfer
  57. Stop pay request
  58. Transfer to Agency
  59. UTMA/UGMA Contract
  60. Making a change to the allocations