Re-issuerequestHybridProcedureshelf gemwas usedAskingwhere thetransferpaperworkwas sent toChange/updatethe BeneficiaryDeathClaimTransferto theCCCFollow upcallrequestedTrustpolicyUTMA/UGMAContractJPMorganChaseFree!Explainthe Reg60ProcessMaking achange totheallocationsCallingabout aproducererrorNB workitemmadefrom a callStoppayrequestAddSuspenseUnableto Verifya CallerInheritedIRASearch fora policyusing anSSNPortalhow tolocateratesE-DeliveryAsked"Have youreceivedthe check"Receivepraisefrom acallerTransfertoAgencyMorganStanleyWhere wasthe deliverypacket sentVerbalW-9IssuedpolicyNBProducererrorOwner andProducerboth onthe callHelplinehelpsyouCallingabout theACHpaymentWellsFargoPaymentReviewcallIssue apolicyHave acaller jointhe callCancelleda policySendingblankformsRe-triggeringTransferpaperworkPOApolicyAskingwhere tosend inthe fundsIgnoreCVF forBeneficiaryAskingabout thestatus ofthe transferIgnore theTVF forbeneficiaryRatesInternalContractAsking forthe IssuedateReissuerequestTransferto SalesSatisfy arequirementStatuscheckUpdatingOwnerinformationColorcodedshelf gemwas usedDe-escalatePut in aManagerRequestTransferto suitRequestfor aProductchangeMerrillLynchPolicyThe call isfrom thetransfercompanyBackOffice ison the lineRe-issuerequestHybridProcedureshelf gemwas usedAskingwhere thetransferpaperworkwas sent toChange/updatethe BeneficiaryDeathClaimTransferto theCCCFollow upcallrequestedTrustpolicyUTMA/UGMAContractJPMorganChaseFree!Explainthe Reg60ProcessMaking achange totheallocationsCallingabout aproducererrorNB workitemmadefrom a callStoppayrequestAddSuspenseUnableto Verifya CallerInheritedIRASearch fora policyusing anSSNPortalhow tolocateratesE-DeliveryAsked"Have youreceivedthe check"Receivepraisefrom acallerTransfertoAgencyMorganStanleyWhere wasthe deliverypacket sentVerbalW-9IssuedpolicyNBProducererrorOwner andProducerboth onthe callHelplinehelpsyouCallingabout theACHpaymentWellsFargoPaymentReviewcallIssue apolicyHave acaller jointhe callCancelleda policySendingblankformsRe-triggeringTransferpaperworkPOApolicyAskingwhere tosend inthe fundsIgnoreCVF forBeneficiaryAskingabout thestatus ofthe transferIgnore theTVF forbeneficiaryRatesInternalContractAsking forthe IssuedateReissuerequestTransferto SalesSatisfy arequirementStatuscheckUpdatingOwnerinformationColorcodedshelf gemwas usedDe-escalatePut in aManagerRequestTransferto suitRequestfor aProductchangeMerrillLynchPolicyThe call isfrom thetransfercompanyBackOffice ison the line

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