Portalhow tolocateratesE-DeliveryIgnoreCVF forBeneficiaryTransferto suitSatisfy arequirementUnableto Verifya CallerRatesAddSuspensePOApolicyThe call isfrom thetransfercompanyJPMorganChaseWhere wasthe deliverypacket sentMerrillLynchPolicySendingblankformsTransfertoAgencyStatuscheckCallingabout theACHpaymentReissuerequestReceivepraisefrom acallerAskingwhere tosend inthe fundsNBProducererrorBackOffice ison the lineAsking forthe IssuedateAsked"Have youreceivedthe check"Requestfor aProductchangeColorcodedshelf gemwas usedMorganStanleyPaymentReviewcallHave acaller jointhe callNB workitemmadefrom a callVerbalW-9Explainthe Reg60ProcessTrustpolicyUpdatingOwnerinformationTransferto theCCCStoppayrequestTransferto SalesInheritedIRARe-triggeringTransferpaperworkAskingwhere thetransferpaperworkwas sent toCallingabout aproducererrorAskingabout thestatus ofthe transferInternalContractFollow upcallrequestedDe-escalateIssue apolicyDeathClaimPut in aManagerRequestIssuedpolicyIgnore theTVF forbeneficiaryHelplinehelpsyouHybridProcedureshelf gemwas usedOwner andProducerboth onthe callFree!WellsFargoChange/updatethe BeneficiaryRe-issuerequestSearch fora policyusing anSSNMaking achange totheallocationsCancelleda policyUTMA/UGMAContractPortalhow tolocateratesE-DeliveryIgnoreCVF forBeneficiaryTransferto suitSatisfy arequirementUnableto Verifya CallerRatesAddSuspensePOApolicyThe call isfrom thetransfercompanyJPMorganChaseWhere wasthe deliverypacket sentMerrillLynchPolicySendingblankformsTransfertoAgencyStatuscheckCallingabout theACHpaymentReissuerequestReceivepraisefrom acallerAskingwhere tosend inthe fundsNBProducererrorBackOffice ison the lineAsking forthe IssuedateAsked"Have youreceivedthe check"Requestfor aProductchangeColorcodedshelf gemwas usedMorganStanleyPaymentReviewcallHave acaller jointhe callNB workitemmadefrom a callVerbalW-9Explainthe Reg60ProcessTrustpolicyUpdatingOwnerinformationTransferto theCCCStoppayrequestTransferto SalesInheritedIRARe-triggeringTransferpaperworkAskingwhere thetransferpaperworkwas sent toCallingabout aproducererrorAskingabout thestatus ofthe transferInternalContractFollow upcallrequestedDe-escalateIssue apolicyDeathClaimPut in aManagerRequestIssuedpolicyIgnore theTVF forbeneficiaryHelplinehelpsyouHybridProcedureshelf gemwas usedOwner andProducerboth onthe callFree!WellsFargoChange/updatethe BeneficiaryRe-issuerequestSearch fora policyusing anSSNMaking achange totheallocationsCancelleda policyUTMA/UGMAContract

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