Making achange totheallocationsChange/updatethe BeneficiaryDe-escalateDeathClaimRe-issuerequestCallingabout theACHpaymentReissuerequestRe-triggeringTransferpaperworkPut in aManagerRequestFollow upcallrequestedHybridProcedureshelf gemwas usedAskingabout thestatus ofthe transferCancelleda policyIgnoreCVF forBeneficiaryWhere wasthe deliverypacket sentMerrillLynchPolicyHave acaller jointhe callColorcodedshelf gemwas usedBackOffice ison the lineIgnore theTVF forbeneficiaryTransferto SalesCallingabout aproducererrorThe call isfrom thetransfercompanyPOApolicyFree!JPMorganChaseHelplinehelpsyouNB workitemmadefrom a callUnableto Verifya CallerVerbalW-9Issue apolicyIssuedpolicyWellsFargoInternalContractSearch fora policyusing anSSNTrustpolicyNBProducererrorUTMA/UGMAContractReceivepraisefrom acallerAsked"Have youreceivedthe check"Transferto suitRatesE-DeliveryRequestfor aProductchangeAskingwhere thetransferpaperworkwas sent toMorganStanleyInheritedIRAAddSuspenseAsking forthe IssuedateAskingwhere tosend inthe fundsStatuscheckExplainthe Reg60ProcessUpdatingOwnerinformationTransfertoAgencySendingblankformsPaymentReviewcallPortalhow tolocateratesOwner andProducerboth onthe callTransferto theCCCStoppayrequestSatisfy arequirementMaking achange totheallocationsChange/updatethe BeneficiaryDe-escalateDeathClaimRe-issuerequestCallingabout theACHpaymentReissuerequestRe-triggeringTransferpaperworkPut in aManagerRequestFollow upcallrequestedHybridProcedureshelf gemwas usedAskingabout thestatus ofthe transferCancelleda policyIgnoreCVF forBeneficiaryWhere wasthe deliverypacket sentMerrillLynchPolicyHave acaller jointhe callColorcodedshelf gemwas usedBackOffice ison the lineIgnore theTVF forbeneficiaryTransferto SalesCallingabout aproducererrorThe call isfrom thetransfercompanyPOApolicyFree!JPMorganChaseHelplinehelpsyouNB workitemmadefrom a callUnableto Verifya CallerVerbalW-9Issue apolicyIssuedpolicyWellsFargoInternalContractSearch fora policyusing anSSNTrustpolicyNBProducererrorUTMA/UGMAContractReceivepraisefrom acallerAsked"Have youreceivedthe check"Transferto suitRatesE-DeliveryRequestfor aProductchangeAskingwhere thetransferpaperworkwas sent toMorganStanleyInheritedIRAAddSuspenseAsking forthe IssuedateAskingwhere tosend inthe fundsStatuscheckExplainthe Reg60ProcessUpdatingOwnerinformationTransfertoAgencySendingblankformsPaymentReviewcallPortalhow tolocateratesOwner andProducerboth onthe callTransferto theCCCStoppayrequestSatisfy arequirement

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