Requestfor aProductchangePut in aManagerRequestWhere wasthe deliverypacket sentSendingblankformsStoppayrequestDe-escalateStatuscheckPortal-how tolocateratesTransferto theCCCSatisfy arequirementPaymentReviewcallDeathClaimAsking forthe IssuedateRe-triggeringTransferpaperworkThe call isfrom thetransfercompanyInheritedIRAInternalContractMerrillLynchPolicyTransferto SalesRatesUnableto Verifya CallerColorcodedshelf gemwas usedTrustpolicyE-DeliveryRequestfor aProductchangePut in aManagerRequestWhere wasthe deliverypacket sentSendingblankformsStoppayrequestDe-escalateStatuscheckPortal-how tolocateratesTransferto theCCCSatisfy arequirementPaymentReviewcallDeathClaimAsking forthe IssuedateRe-triggeringTransferpaperworkThe call isfrom thetransfercompanyInheritedIRAInternalContractMerrillLynchPolicyTransferto SalesRatesUnableto Verifya CallerColorcodedshelf gemwas usedTrustpolicyE-Delivery

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. Request for a Product change
  2. Put in a Manager Request
  3. Where was the delivery packet sent
  4. Sending blank forms
  5. Stop pay request
  6. De-escalate
  7. Status check
  8. Portal-how to locate rates
  9. Transfer to the CCC
  10. Satisfy a requirement
  11. Payment Review call
  12. Death Claim
  13. Asking for the Issue date
  14. Re-triggering Transfer paperwork
  15. The call is from the transfer company
  16. Inherited IRA
  17. Internal Contract
  18. Merrill Lynch Policy
  19. Transfer to Sales
  20. Rates
  21. Unable to Verify a Caller
  22. Color coded shelf gem was used
  23. Trust policy
  24. E-Delivery