MorganStanleyColorcodedshelf gemwas usedWhere wasthe deliverypacket sentReissuerequestAsking forthe IssuedateDe-escalateJPMorganChaseSatisfy arequirementPaymentReviewcallSearch fora policyusing anSSNInternalContractRe-issuerequestUTMA/UGMAContractHelplinehelpsyouAskingwhere tosend inthe fundsOwner andProducerboth onthe callFollow upcallrequestedNB workitemmadefrom a callReceivepraisefrom acallerRe-triggeringTransferpaperworkUpdatingOwnerinformationTrustpolicyIgnoreCVF forBeneficiarySendingblankformsPOApolicyThe call isfrom thetransfercompanyMerrillLynchPolicyInheritedIRADeathClaimHave acaller jointhe callMaking achange totheallocationsPut in aManagerRequestAskingwhere thetransferpaperworkwas sent toVerbalW-9Free!Portalhow tolocateratesTransferto SalesAsked"Have youreceivedthe check"RatesIssue apolicyStoppayrequestWellsFargoExplainthe Reg60ProcessHybridProcedureshelf gemwas usedChange/updatethe BeneficiaryAskingabout thestatus ofthe transferCancelleda policyNBProducererrorAddSuspenseE-DeliveryIssuedpolicyTransferto suitCallingabout theACHpaymentUnableto Verifya CallerTransferto theCCCBackOffice ison the lineStatuscheckRequestfor aProductchangeIgnore theTVF forbeneficiaryTransfertoAgencyCallingabout aproducererrorMorganStanleyColorcodedshelf gemwas usedWhere wasthe deliverypacket sentReissuerequestAsking forthe IssuedateDe-escalateJPMorganChaseSatisfy arequirementPaymentReviewcallSearch fora policyusing anSSNInternalContractRe-issuerequestUTMA/UGMAContractHelplinehelpsyouAskingwhere tosend inthe fundsOwner andProducerboth onthe callFollow upcallrequestedNB workitemmadefrom a callReceivepraisefrom acallerRe-triggeringTransferpaperworkUpdatingOwnerinformationTrustpolicyIgnoreCVF forBeneficiarySendingblankformsPOApolicyThe call isfrom thetransfercompanyMerrillLynchPolicyInheritedIRADeathClaimHave acaller jointhe callMaking achange totheallocationsPut in aManagerRequestAskingwhere thetransferpaperworkwas sent toVerbalW-9Free!Portalhow tolocateratesTransferto SalesAsked"Have youreceivedthe check"RatesIssue apolicyStoppayrequestWellsFargoExplainthe Reg60ProcessHybridProcedureshelf gemwas usedChange/updatethe BeneficiaryAskingabout thestatus ofthe transferCancelleda policyNBProducererrorAddSuspenseE-DeliveryIssuedpolicyTransferto suitCallingabout theACHpaymentUnableto Verifya CallerTransferto theCCCBackOffice ison the lineStatuscheckRequestfor aProductchangeIgnore theTVF forbeneficiaryTransfertoAgencyCallingabout aproducererror

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