Portal-how tolocateratesStoppayrequestRatesDeathClaimRequestfor aProductchangeColorcodedshelf gemwas usedInheritedIRAInternalContractWhere wasthe deliverypacket sentRe-triggeringTransferpaperworkSatisfy arequirementThe call isfrom thetransfercompanyTransferto SalesUnableto Verifya CallerTransferto theCCCSendingblankformsStatuscheckTrustpolicyPaymentReviewcallE-DeliveryDe-escalatePut in aManagerRequestAsking forthe IssuedateMerrillLynchPolicyPortal-how tolocateratesStoppayrequestRatesDeathClaimRequestfor aProductchangeColorcodedshelf gemwas usedInheritedIRAInternalContractWhere wasthe deliverypacket sentRe-triggeringTransferpaperworkSatisfy arequirementThe call isfrom thetransfercompanyTransferto SalesUnableto Verifya CallerTransferto theCCCSendingblankformsStatuscheckTrustpolicyPaymentReviewcallE-DeliveryDe-escalatePut in aManagerRequestAsking forthe IssuedateMerrillLynchPolicy

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