POApolicyJPMorganChaseRequestfor aProductchangeUpdatingOwnerinformationHave acaller jointhe callInternalContractAskingwhere thetransferpaperworkwas sent toTrustpolicyAskingwhere tosend inthe fundsIgnoreCVF forBeneficiaryTransferto theCCCRe-triggeringTransferpaperworkUnableto Verifya CallerDeathClaimAskingabout thestatus ofthe transferHybridProcedureshelf gemwas usedWhere wasthe deliverypacket sentRatesTransfertoAgencyPut in aManagerRequestSatisfy arequirementSearch fora policyusing anSSNAsked"Have youreceivedthe check"Re-issuerequestThe call isfrom thetransfercompanyBackOffice ison the lineDe-escalateNB workitemmadefrom a callNBProducererrorFollow upcallrequestedE-DeliveryCallingabout aproducererrorCancelleda policyInheritedIRAExplainthe Reg60ProcessColorcodedshelf gemwas usedChange/updatethe BeneficiaryCallingabout theACHpaymentStoppayrequestIssue apolicyStatuscheckPortalhow tolocateratesMorganStanleyAsking forthe IssuedateVerbalW-9Making achange totheallocationsOwner andProducerboth onthe callWellsFargoTransferto suitHelplinehelpsyouReceivepraisefrom acallerMerrillLynchPolicyIgnore theTVF forbeneficiaryIssuedpolicySendingblankformsUTMA/UGMAContractPaymentReviewcallAddSuspenseTransferto SalesReissuerequestPOApolicyJPMorganChaseRequestfor aProductchangeUpdatingOwnerinformationHave acaller jointhe callInternalContractAskingwhere thetransferpaperworkwas sent toTrustpolicyAskingwhere tosend inthe fundsIgnoreCVF forBeneficiaryTransferto theCCCRe-triggeringTransferpaperworkUnableto Verifya CallerDeathClaimAskingabout thestatus ofthe transferHybridProcedureshelf gemwas usedWhere wasthe deliverypacket sentRatesTransfertoAgencyPut in aManagerRequestSatisfy arequirementSearch fora policyusing anSSNAsked"Have youreceivedthe check"Re-issuerequestThe call isfrom thetransfercompanyBackOffice ison the lineDe-escalateNB workitemmadefrom a callNBProducererrorFollow upcallrequestedE-DeliveryCallingabout aproducererrorCancelleda policyInheritedIRAExplainthe Reg60ProcessColorcodedshelf gemwas usedChange/updatethe BeneficiaryCallingabout theACHpaymentStoppayrequestIssue apolicyStatuscheckPortalhow tolocateratesMorganStanleyAsking forthe IssuedateVerbalW-9Making achange totheallocationsOwner andProducerboth onthe callWellsFargoTransferto suitHelplinehelpsyouReceivepraisefrom acallerMerrillLynchPolicyIgnore theTVF forbeneficiaryIssuedpolicySendingblankformsUTMA/UGMAContractPaymentReviewcallAddSuspenseTransferto SalesReissuerequest

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