StatuscheckTransfertoAgencyPortalhow tolocateratesTransferto SalesThe call isfrom thetransfercompanyAskingabout thestatus ofthe transferDe-escalateStoppayrequestDeathClaimTransferto theCCCIssuedpolicyFollow upcallrequestedIgnore theTVF forbeneficiaryNBProducererrorAsked"Have youreceivedthe check"AddSuspenseWhere wasthe deliverypacket sentWellsFargoSatisfy arequirementTrustpolicyMerrillLynchPolicyNB workitemmadefrom a callRe-triggeringTransferpaperworkTransferto suitMorganStanleyHybridProcedureshelf gemwas usedReceivepraisefrom acallerUpdatingOwnerinformationAskingwhere thetransferpaperworkwas sent toCallingabout aproducererrorHave acaller jointhe callOwner andProducerboth onthe callCallingabout theACHpaymentUnableto Verifya CallerHelplinehelpsyouJPMorganChaseIgnoreCVF forBeneficiaryColorcodedshelf gemwas usedRequestfor aProductchangeInternalContractSearch fora policyusing anSSNPut in aManagerRequestMaking achange totheallocationsReissuerequestSendingblankformsChange/updatethe BeneficiaryVerbalW-9E-DeliveryRatesCancelleda policyPOApolicyBackOffice ison the lineFree!PaymentReviewcallUTMA/UGMAContractExplainthe Reg60ProcessAsking forthe IssuedateInheritedIRAAskingwhere tosend inthe fundsRe-issuerequestIssue apolicyStatuscheckTransfertoAgencyPortalhow tolocateratesTransferto SalesThe call isfrom thetransfercompanyAskingabout thestatus ofthe transferDe-escalateStoppayrequestDeathClaimTransferto theCCCIssuedpolicyFollow upcallrequestedIgnore theTVF forbeneficiaryNBProducererrorAsked"Have youreceivedthe check"AddSuspenseWhere wasthe deliverypacket sentWellsFargoSatisfy arequirementTrustpolicyMerrillLynchPolicyNB workitemmadefrom a callRe-triggeringTransferpaperworkTransferto suitMorganStanleyHybridProcedureshelf gemwas usedReceivepraisefrom acallerUpdatingOwnerinformationAskingwhere thetransferpaperworkwas sent toCallingabout aproducererrorHave acaller jointhe callOwner andProducerboth onthe callCallingabout theACHpaymentUnableto Verifya CallerHelplinehelpsyouJPMorganChaseIgnoreCVF forBeneficiaryColorcodedshelf gemwas usedRequestfor aProductchangeInternalContractSearch fora policyusing anSSNPut in aManagerRequestMaking achange totheallocationsReissuerequestSendingblankformsChange/updatethe BeneficiaryVerbalW-9E-DeliveryRatesCancelleda policyPOApolicyBackOffice ison the lineFree!PaymentReviewcallUTMA/UGMAContractExplainthe Reg60ProcessAsking forthe IssuedateInheritedIRAAskingwhere tosend inthe fundsRe-issuerequestIssue apolicy

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