Owner andProducerboth onthe callExplainthe Reg60ProcessCallingabout aproducererrorSendingblankformsTrustpolicyIssuedpolicyAskingabout thestatus ofthe transferHelplinehelpsyouStoppayrequestAsking forthe IssuedateDe-escalateRe-issuerequestIgnoreCVF forBeneficiaryAskingwhere thetransferpaperworkwas sent toAskingwhere tosend inthe fundsUTMA/UGMAContractTransferto suitPaymentReviewcallE-DeliveryTransferto theCCCBackOffice ison the lineStatuscheckInheritedIRARequestfor aProductchangeMorganStanleyWellsFargoVerbalW-9NB workitemmadefrom a callWhere wasthe deliverypacket sentColorcodedshelf gemwas usedIgnore theTVF forbeneficiaryRatesTransfertoAgencyMerrillLynchPolicyMaking achange totheallocationsFollow upcallrequestedIssue apolicyPOApolicyUpdatingOwnerinformationPortalhow tolocateratesSearch fora policyusing anSSNAsked"Have youreceivedthe check"JPMorganChaseChange/updatethe BeneficiaryThe call isfrom thetransfercompanyHave acaller jointhe callPut in aManagerRequestCallingabout theACHpaymentHybridProcedureshelf gemwas usedFree!InternalContractDeathClaimUnableto Verifya CallerNBProducererrorReceivepraisefrom acallerAddSuspenseTransferto SalesCancelleda policyRe-triggeringTransferpaperworkSatisfy arequirementReissuerequestOwner andProducerboth onthe callExplainthe Reg60ProcessCallingabout aproducererrorSendingblankformsTrustpolicyIssuedpolicyAskingabout thestatus ofthe transferHelplinehelpsyouStoppayrequestAsking forthe IssuedateDe-escalateRe-issuerequestIgnoreCVF forBeneficiaryAskingwhere thetransferpaperworkwas sent toAskingwhere tosend inthe fundsUTMA/UGMAContractTransferto suitPaymentReviewcallE-DeliveryTransferto theCCCBackOffice ison the lineStatuscheckInheritedIRARequestfor aProductchangeMorganStanleyWellsFargoVerbalW-9NB workitemmadefrom a callWhere wasthe deliverypacket sentColorcodedshelf gemwas usedIgnore theTVF forbeneficiaryRatesTransfertoAgencyMerrillLynchPolicyMaking achange totheallocationsFollow upcallrequestedIssue apolicyPOApolicyUpdatingOwnerinformationPortalhow tolocateratesSearch fora policyusing anSSNAsked"Have youreceivedthe check"JPMorganChaseChange/updatethe BeneficiaryThe call isfrom thetransfercompanyHave acaller jointhe callPut in aManagerRequestCallingabout theACHpaymentHybridProcedureshelf gemwas usedFree!InternalContractDeathClaimUnableto Verifya CallerNBProducererrorReceivepraisefrom acallerAddSuspenseTransferto SalesCancelleda policyRe-triggeringTransferpaperworkSatisfy arequirementReissuerequest

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