TransfertoAgencyWellsFargoTransferto SalesSatisfy arequirementMorganStanleyTransferto theCCCDe-escalateCallingabout theACHpaymentUTMA/UGMAContractStoppayrequestIgnore theTVF forbeneficiaryAddSuspenseVerbalW-9Explainthe Reg60ProcessOwner andProducerboth onthe callTransferto suitTrustpolicyNBProducererrorReceivepraisefrom acallerRe-triggeringTransferpaperworkFollow upcallrequestedHelplinehelpsyouAskingwhere thetransferpaperworkwas sent toPOApolicyChange/updatethe BeneficiaryMerrillLynchPolicyPaymentReviewcallRatesHybridProcedureshelf gemwas usedBackOffice ison the lineE-DeliveryThe call isfrom thetransfercompanyAskingabout thestatus ofthe transferMaking achange totheallocationsDeathClaimJPMorganChaseColorcodedshelf gemwas usedAskingwhere tosend inthe fundsAsked"Have youreceivedthe check"Portalhow tolocateratesRe-issuerequestPut in aManagerRequestWhere wasthe deliverypacket sentRequestfor aProductchangeInternalContractAsking forthe IssuedateUnableto Verifya CallerCallingabout aproducererrorUpdatingOwnerinformationStatuscheckNB workitemmadefrom a callIssue apolicyHave acaller jointhe callInheritedIRACancelleda policySendingblankformsIgnoreCVF forBeneficiaryReissuerequestSearch fora policyusing anSSNIssuedpolicyTransfertoAgencyWellsFargoTransferto SalesSatisfy arequirementMorganStanleyTransferto theCCCDe-escalateCallingabout theACHpaymentUTMA/UGMAContractStoppayrequestIgnore theTVF forbeneficiaryAddSuspenseVerbalW-9Explainthe Reg60ProcessOwner andProducerboth onthe callTransferto suitTrustpolicyNBProducererrorReceivepraisefrom acallerRe-triggeringTransferpaperworkFollow upcallrequestedHelplinehelpsyouAskingwhere thetransferpaperworkwas sent toPOApolicyChange/updatethe BeneficiaryMerrillLynchPolicyPaymentReviewcallRatesHybridProcedureshelf gemwas usedBackOffice ison the lineE-DeliveryThe call isfrom thetransfercompanyAskingabout thestatus ofthe transferMaking achange totheallocationsDeathClaimJPMorganChaseColorcodedshelf gemwas usedAskingwhere tosend inthe fundsAsked"Have youreceivedthe check"Portalhow tolocateratesRe-issuerequestPut in aManagerRequestWhere wasthe deliverypacket sentRequestfor aProductchangeInternalContractAsking forthe IssuedateUnableto Verifya CallerCallingabout aproducererrorUpdatingOwnerinformationStatuscheckNB workitemmadefrom a callIssue apolicyHave acaller jointhe callInheritedIRACancelleda policySendingblankformsIgnoreCVF forBeneficiaryReissuerequestSearch fora policyusing anSSNIssuedpolicy

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