Callingabout theACHpaymentReceivepraisefrom acallerNBProducererrorHave acaller jointhe callAskingwhere tosend inthe fundsPOApolicyPortalhow tolocateratesMorganStanleyTransferto suitAsking forthe IssuedateTrustpolicyStatuscheckDe-escalateUpdatingOwnerinformationPut in aManagerRequestCancelleda policyAskingabout thestatus ofthe transferAddSuspenseInternalContractSatisfy arequirementThe call isfrom thetransfercompanyJPMorganChaseIssue apolicyAsked"Have youreceivedthe check"StoppayrequestRequestfor aProductchangeRe-triggeringTransferpaperworkE-DeliveryAskingwhere thetransferpaperworkwas sent toFollow upcallrequestedCallingabout aproducererrorMaking achange totheallocationsPaymentReviewcallTransfertoAgencyInheritedIRAIssuedpolicyRe-issuerequestVerbalW-9MerrillLynchPolicyUnableto Verifya CallerTransferto SalesSendingblankformsWellsFargoIgnoreCVF forBeneficiaryBackOffice ison the lineHybridProcedureshelf gemwas usedWhere wasthe deliverypacket sentIgnore theTVF forbeneficiaryTransferto theCCCUTMA/UGMAContractRatesColorcodedshelf gemwas usedExplainthe Reg60ProcessNB workitemmadefrom a callSearch fora policyusing anSSNChange/updatethe BeneficiaryOwner andProducerboth onthe callReissuerequestDeathClaimHelplinehelpsyouFree!Callingabout theACHpaymentReceivepraisefrom acallerNBProducererrorHave acaller jointhe callAskingwhere tosend inthe fundsPOApolicyPortalhow tolocateratesMorganStanleyTransferto suitAsking forthe IssuedateTrustpolicyStatuscheckDe-escalateUpdatingOwnerinformationPut in aManagerRequestCancelleda policyAskingabout thestatus ofthe transferAddSuspenseInternalContractSatisfy arequirementThe call isfrom thetransfercompanyJPMorganChaseIssue apolicyAsked"Have youreceivedthe check"StoppayrequestRequestfor aProductchangeRe-triggeringTransferpaperworkE-DeliveryAskingwhere thetransferpaperworkwas sent toFollow upcallrequestedCallingabout aproducererrorMaking achange totheallocationsPaymentReviewcallTransfertoAgencyInheritedIRAIssuedpolicyRe-issuerequestVerbalW-9MerrillLynchPolicyUnableto Verifya CallerTransferto SalesSendingblankformsWellsFargoIgnoreCVF forBeneficiaryBackOffice ison the lineHybridProcedureshelf gemwas usedWhere wasthe deliverypacket sentIgnore theTVF forbeneficiaryTransferto theCCCUTMA/UGMAContractRatesColorcodedshelf gemwas usedExplainthe Reg60ProcessNB workitemmadefrom a callSearch fora policyusing anSSNChange/updatethe BeneficiaryOwner andProducerboth onthe callReissuerequestDeathClaimHelplinehelpsyouFree!

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