Satisfy arequirementInheritedIRAMorganStanleySearch fora policyusing anSSNHave acaller jointhe callAddSuspenseHelplinehelpsyouTrustpolicyReissuerequestPOApolicyFollow upcallrequestedCallingabout aproducererrorIgnore theTVF forbeneficiaryUpdatingOwnerinformationRe-issuerequestReceivepraisefrom acallerColorcodedshelf gemwas usedE-DeliveryDe-escalatePaymentReviewcallPut in aManagerRequestNBProducererrorWhere wasthe deliverypacket sentHybridProcedureshelf gemwas usedAskingabout thestatus ofthe transferThe call isfrom thetransfercompanyIgnoreCVF forBeneficiaryAsked"Have youreceivedthe check"UTMA/UGMAContractCancelleda policyBackOffice ison the lineNB workitemmadefrom a callVerbalW-9Change/updatethe BeneficiaryRequestfor aProductchangeIssue apolicyInternalContractUnableto Verifya CallerExplainthe Reg60ProcessTransferto SalesStoppayrequestMaking achange totheallocationsMerrillLynchPolicyTransfertoAgencyAskingwhere tosend inthe fundsJPMorganChaseStatuscheckAskingwhere thetransferpaperworkwas sent toWellsFargoIssuedpolicyCallingabout theACHpaymentRatesRe-triggeringTransferpaperworkTransferto suitPortalhow tolocateratesTransferto theCCCSendingblankformsAsking forthe IssuedateOwner andProducerboth onthe callDeathClaimSatisfy arequirementInheritedIRAMorganStanleySearch fora policyusing anSSNHave acaller jointhe callAddSuspenseHelplinehelpsyouTrustpolicyReissuerequestPOApolicyFollow upcallrequestedCallingabout aproducererrorIgnore theTVF forbeneficiaryUpdatingOwnerinformationRe-issuerequestReceivepraisefrom acallerColorcodedshelf gemwas usedE-DeliveryDe-escalatePaymentReviewcallPut in aManagerRequestNBProducererrorWhere wasthe deliverypacket sentHybridProcedureshelf gemwas usedAskingabout thestatus ofthe transferThe call isfrom thetransfercompanyIgnoreCVF forBeneficiaryAsked"Have youreceivedthe check"UTMA/UGMAContractCancelleda policyBackOffice ison the lineNB workitemmadefrom a callVerbalW-9Change/updatethe BeneficiaryRequestfor aProductchangeIssue apolicyInternalContractUnableto Verifya CallerExplainthe Reg60ProcessTransferto SalesStoppayrequestMaking achange totheallocationsMerrillLynchPolicyTransfertoAgencyAskingwhere tosend inthe fundsJPMorganChaseStatuscheckAskingwhere thetransferpaperworkwas sent toWellsFargoIssuedpolicyCallingabout theACHpaymentRatesRe-triggeringTransferpaperworkTransferto suitPortalhow tolocateratesTransferto theCCCSendingblankformsAsking forthe IssuedateOwner andProducerboth onthe callDeathClaim

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