Callingabout aproducererrorRatesMaking achange totheallocationsTransferto SalesAddSuspensePOApolicyAsked"Have youreceivedthe check"MerrillLynchPolicyE-DeliverySendingblankformsTransfertoAgencyIssuedpolicyReissuerequestPaymentReviewcallCancelleda policyCallingabout theACHpaymentWhere wasthe deliverypacket sentIgnore theTVF forbeneficiaryIssue apolicyStatuscheckUpdatingOwnerinformationSearch fora policyusing anSSNTransferto theCCCWellsFargoJPMorganChaseHelplinehelpsyouReceivepraisefrom acallerRequestfor aProductchangeUTMA/UGMAContractStoppayrequestIgnoreCVF forBeneficiaryMorganStanleyNBProducererrorExplainthe Reg60ProcessPortalhow tolocateratesChange/updatethe BeneficiaryDe-escalateAskingwhere tosend inthe fundsSatisfy arequirementHybridProcedureshelf gemwas usedNB workitemmadefrom a callAsking forthe IssuedateTrustpolicyOwner andProducerboth onthe callHave acaller jointhe callVerbalW-9Follow upcallrequestedThe call isfrom thetransfercompanyRe-triggeringTransferpaperworkRe-issuerequestBackOffice ison the linePut in aManagerRequestAskingwhere thetransferpaperworkwas sent toColorcodedshelf gemwas usedDeathClaimInheritedIRAUnableto Verifya CallerAskingabout thestatus ofthe transferTransferto suitInternalContractCallingabout aproducererrorRatesMaking achange totheallocationsTransferto SalesAddSuspensePOApolicyAsked"Have youreceivedthe check"MerrillLynchPolicyE-DeliverySendingblankformsTransfertoAgencyIssuedpolicyReissuerequestPaymentReviewcallCancelleda policyCallingabout theACHpaymentWhere wasthe deliverypacket sentIgnore theTVF forbeneficiaryIssue apolicyStatuscheckUpdatingOwnerinformationSearch fora policyusing anSSNTransferto theCCCWellsFargoJPMorganChaseHelplinehelpsyouReceivepraisefrom acallerRequestfor aProductchangeUTMA/UGMAContractStoppayrequestIgnoreCVF forBeneficiaryMorganStanleyNBProducererrorExplainthe Reg60ProcessPortalhow tolocateratesChange/updatethe BeneficiaryDe-escalateAskingwhere tosend inthe fundsSatisfy arequirementHybridProcedureshelf gemwas usedNB workitemmadefrom a callAsking forthe IssuedateTrustpolicyOwner andProducerboth onthe callHave acaller jointhe callVerbalW-9Follow upcallrequestedThe call isfrom thetransfercompanyRe-triggeringTransferpaperworkRe-issuerequestBackOffice ison the linePut in aManagerRequestAskingwhere thetransferpaperworkwas sent toColorcodedshelf gemwas usedDeathClaimInheritedIRAUnableto Verifya CallerAskingabout thestatus ofthe transferTransferto suitInternalContract

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