Free!Requestfor aProductchangePaymentReviewcallStatuscheckUTMA/UGMAContractExplainthe Reg60ProcessPOApolicyPortalhow tolocateratesCallingabout theACHpaymentIgnoreCVF forBeneficiaryMerrillLynchPolicyChange/updatethe BeneficiaryE-DeliveryPut in aManagerRequestColorcodedshelf gemwas usedWellsFargoAddSuspenseFollow upcallrequestedVerbalW-9Askingwhere thetransferpaperworkwas sent toReissuerequestNB workitemmadefrom a callStoppayrequestRatesTransferto theCCCSearch fora policyusing anSSNOwner andProducerboth onthe callThe call isfrom thetransfercompanySendingblankformsIgnore theTVF forbeneficiaryAsked"Have youreceivedthe check"Have acaller jointhe callCallingabout aproducererrorHelplinehelpsyouTransferto SalesInheritedIRAAsking forthe IssuedateJPMorganChaseInternalContractDeathClaimUnableto Verifya CallerSatisfy arequirementMorganStanleyWhere wasthe deliverypacket sentTransferto suitTrustpolicyReceivepraisefrom acallerRe-triggeringTransferpaperworkTransfertoAgencyUpdatingOwnerinformationRe-issuerequestBackOffice ison the lineDe-escalateIssue apolicyAskingabout thestatus ofthe transferCancelleda policyAskingwhere tosend inthe fundsNBProducererrorMaking achange totheallocationsIssuedpolicyHybridProcedureshelf gemwas usedFree!Requestfor aProductchangePaymentReviewcallStatuscheckUTMA/UGMAContractExplainthe Reg60ProcessPOApolicyPortalhow tolocateratesCallingabout theACHpaymentIgnoreCVF forBeneficiaryMerrillLynchPolicyChange/updatethe BeneficiaryE-DeliveryPut in aManagerRequestColorcodedshelf gemwas usedWellsFargoAddSuspenseFollow upcallrequestedVerbalW-9Askingwhere thetransferpaperworkwas sent toReissuerequestNB workitemmadefrom a callStoppayrequestRatesTransferto theCCCSearch fora policyusing anSSNOwner andProducerboth onthe callThe call isfrom thetransfercompanySendingblankformsIgnore theTVF forbeneficiaryAsked"Have youreceivedthe check"Have acaller jointhe callCallingabout aproducererrorHelplinehelpsyouTransferto SalesInheritedIRAAsking forthe IssuedateJPMorganChaseInternalContractDeathClaimUnableto Verifya CallerSatisfy arequirementMorganStanleyWhere wasthe deliverypacket sentTransferto suitTrustpolicyReceivepraisefrom acallerRe-triggeringTransferpaperworkTransfertoAgencyUpdatingOwnerinformationRe-issuerequestBackOffice ison the lineDe-escalateIssue apolicyAskingabout thestatus ofthe transferCancelleda policyAskingwhere tosend inthe fundsNBProducererrorMaking achange totheallocationsIssuedpolicyHybridProcedureshelf gemwas used

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