SendingblankformsColorcodedshelf gemwas usedIgnoreCVF forBeneficiaryTransferto suitFree!Have acaller jointhe callTransfertoAgencyFollow upcallrequestedReissuerequestSatisfy arequirementPut in aManagerRequestNBProducererrorCallingabout aproducererrorBackOffice ison the lineHybridProcedureshelf gemwas usedUTMA/UGMAContractIssue apolicyStatuscheckRequestfor aProductchangeAsked"Have youreceivedthe check"Transferto SalesInheritedIRAPOApolicyAskingwhere thetransferpaperworkwas sent toNB workitemmadefrom a callChange/updatethe BeneficiaryAskingwhere tosend inthe fundsUpdatingOwnerinformationDe-escalateMerrillLynchPolicyUnableto Verifya CallerStoppayrequestJPMorganChaseWhere wasthe deliverypacket sentDeathClaimE-DeliveryMorganStanleyPortalhow tolocateratesWellsFargoCallingabout theACHpaymentAddSuspenseCancelleda policySearch fora policyusing anSSNAskingabout thestatus ofthe transferInternalContractRatesExplainthe Reg60ProcessRe-triggeringTransferpaperworkOwner andProducerboth onthe callRe-issuerequestIgnore theTVF forbeneficiaryThe call isfrom thetransfercompanyAsking forthe IssuedateVerbalW-9Receivepraisefrom acallerIssuedpolicyTransferto theCCCMaking achange totheallocationsPaymentReviewcallTrustpolicyHelplinehelpsyouSendingblankformsColorcodedshelf gemwas usedIgnoreCVF forBeneficiaryTransferto suitFree!Have acaller jointhe callTransfertoAgencyFollow upcallrequestedReissuerequestSatisfy arequirementPut in aManagerRequestNBProducererrorCallingabout aproducererrorBackOffice ison the lineHybridProcedureshelf gemwas usedUTMA/UGMAContractIssue apolicyStatuscheckRequestfor aProductchangeAsked"Have youreceivedthe check"Transferto SalesInheritedIRAPOApolicyAskingwhere thetransferpaperworkwas sent toNB workitemmadefrom a callChange/updatethe BeneficiaryAskingwhere tosend inthe fundsUpdatingOwnerinformationDe-escalateMerrillLynchPolicyUnableto Verifya CallerStoppayrequestJPMorganChaseWhere wasthe deliverypacket sentDeathClaimE-DeliveryMorganStanleyPortalhow tolocateratesWellsFargoCallingabout theACHpaymentAddSuspenseCancelleda policySearch fora policyusing anSSNAskingabout thestatus ofthe transferInternalContractRatesExplainthe Reg60ProcessRe-triggeringTransferpaperworkOwner andProducerboth onthe callRe-issuerequestIgnore theTVF forbeneficiaryThe call isfrom thetransfercompanyAsking forthe IssuedateVerbalW-9Receivepraisefrom acallerIssuedpolicyTransferto theCCCMaking achange totheallocationsPaymentReviewcallTrustpolicyHelplinehelpsyou

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