Ignore theTVF forbeneficiaryFollow upcallrequestedTransferto SalesHave acaller jointhe callUpdatingOwnerinformationSendingblankformsExplainthe Reg60ProcessRatesAskingabout thestatus ofthe transferPut in aManagerRequestInternalContractAsked"Have youreceivedthe check"HelplinehelpsyouReceivepraisefrom acallerRe-issuerequestPaymentReviewcallWellsFargoVerbalW-9IssuedpolicyUnableto Verifya CallerInheritedIRAIssue apolicyTransferto theCCCWhere wasthe deliverypacket sentReissuerequestThe call isfrom thetransfercompanyMerrillLynchPolicyAskingwhere thetransferpaperworkwas sent toSatisfy arequirementRequestfor aProductchangeCallingabout theACHpaymentPOApolicyCancelleda policyNB workitemmadefrom a callColorcodedshelf gemwas usedUTMA/UGMAContractTransferto suitPortalhow tolocateratesMaking achange totheallocationsCallingabout aproducererrorTrustpolicyChange/updatethe BeneficiaryJPMorganChaseAskingwhere tosend inthe fundsMorganStanleySearch fora policyusing anSSNDeathClaimHybridProcedureshelf gemwas usedBackOffice ison the lineAddSuspenseNBProducererrorOwner andProducerboth onthe callStatuscheckIgnoreCVF forBeneficiaryStoppayrequestAsking forthe IssuedateDe-escalateTransfertoAgencyE-DeliveryRe-triggeringTransferpaperworkIgnore theTVF forbeneficiaryFollow upcallrequestedTransferto SalesHave acaller jointhe callUpdatingOwnerinformationSendingblankformsExplainthe Reg60ProcessRatesAskingabout thestatus ofthe transferPut in aManagerRequestInternalContractAsked"Have youreceivedthe check"HelplinehelpsyouReceivepraisefrom acallerRe-issuerequestPaymentReviewcallWellsFargoVerbalW-9IssuedpolicyUnableto Verifya CallerInheritedIRAIssue apolicyTransferto theCCCWhere wasthe deliverypacket sentReissuerequestThe call isfrom thetransfercompanyMerrillLynchPolicyAskingwhere thetransferpaperworkwas sent toSatisfy arequirementRequestfor aProductchangeCallingabout theACHpaymentPOApolicyCancelleda policyNB workitemmadefrom a callColorcodedshelf gemwas usedUTMA/UGMAContractTransferto suitPortalhow tolocateratesMaking achange totheallocationsCallingabout aproducererrorTrustpolicyChange/updatethe BeneficiaryJPMorganChaseAskingwhere tosend inthe fundsMorganStanleySearch fora policyusing anSSNDeathClaimHybridProcedureshelf gemwas usedBackOffice ison the lineAddSuspenseNBProducererrorOwner andProducerboth onthe callStatuscheckIgnoreCVF forBeneficiaryStoppayrequestAsking forthe IssuedateDe-escalateTransfertoAgencyE-DeliveryRe-triggeringTransferpaperwork

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