Portalhow tolocateratesHybridProcedureshelf gemwas usedAsking forthe IssuedateAskingabout thestatus ofthe transferCancelleda policyUTMA/UGMAContractThe call isfrom thetransfercompanyTransferto SalesDeathClaimInheritedIRASatisfy arequirementWhere wasthe deliverypacket sentPut in aManagerRequestRequestfor aProductchangeColorcodedshelf gemwas usedRe-triggeringTransferpaperworkSendingblankformsE-DeliveryMaking achange totheallocationsRatesAskingwhere tosend inthe fundsOwner andProducerboth onthe callHelplinehelpsyouRe-issuerequestAskingwhere thetransferpaperworkwas sent toJPMorganChasePOApolicyIgnoreCVF forBeneficiaryExplainthe Reg60ProcessCallingabout aproducererrorIssuedpolicyMerrillLynchPolicyStatuscheckTrustpolicyPaymentReviewcallUnableto Verifya CallerInternalContractIssue apolicyReissuerequestVerbalW-9Search fora policyusing anSSNAsked"Have youreceivedthe check"Transferto suitChange/updatethe BeneficiaryAddSuspenseHave acaller jointhe callNBProducererrorCallingabout theACHpaymentMorganStanleyFollow upcallrequestedNB workitemmadefrom a callBackOffice ison the lineUpdatingOwnerinformationReceivepraisefrom acallerIgnore theTVF forbeneficiaryTransfertoAgencyWellsFargoStoppayrequestTransferto theCCCDe-escalatePortalhow tolocateratesHybridProcedureshelf gemwas usedAsking forthe IssuedateAskingabout thestatus ofthe transferCancelleda policyUTMA/UGMAContractThe call isfrom thetransfercompanyTransferto SalesDeathClaimInheritedIRASatisfy arequirementWhere wasthe deliverypacket sentPut in aManagerRequestRequestfor aProductchangeColorcodedshelf gemwas usedRe-triggeringTransferpaperworkSendingblankformsE-DeliveryMaking achange totheallocationsRatesAskingwhere tosend inthe fundsOwner andProducerboth onthe callHelplinehelpsyouRe-issuerequestAskingwhere thetransferpaperworkwas sent toJPMorganChasePOApolicyIgnoreCVF forBeneficiaryExplainthe Reg60ProcessCallingabout aproducererrorIssuedpolicyMerrillLynchPolicyStatuscheckTrustpolicyPaymentReviewcallUnableto Verifya CallerInternalContractIssue apolicyReissuerequestVerbalW-9Search fora policyusing anSSNAsked"Have youreceivedthe check"Transferto suitChange/updatethe BeneficiaryAddSuspenseHave acaller jointhe callNBProducererrorCallingabout theACHpaymentMorganStanleyFollow upcallrequestedNB workitemmadefrom a callBackOffice ison the lineUpdatingOwnerinformationReceivepraisefrom acallerIgnore theTVF forbeneficiaryTransfertoAgencyWellsFargoStoppayrequestTransferto theCCCDe-escalate

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