Internal Contract Payment Review call Asking for the Issue date Put in a Manager Request E- Delivery Rates Color coded shelf gem was used Request for a Product change Transfer to the CCC The call is from the transfer company Death Claim De- escalate Sending blank forms Unable to Verify a Caller Transfer to Sales Satisfy a requirement Re- triggering Transfer paperwork Inherited IRA Status check Trust policy Portal- how to locate rates Merrill Lynch Policy Where was the delivery packet sent Stop pay request Internal Contract Payment Review call Asking for the Issue date Put in a Manager Request E- Delivery Rates Color coded shelf gem was used Request for a Product change Transfer to the CCC The call is from the transfer company Death Claim De- escalate Sending blank forms Unable to Verify a Caller Transfer to Sales Satisfy a requirement Re- triggering Transfer paperwork Inherited IRA Status check Trust policy Portal- how to locate rates Merrill Lynch Policy Where was the delivery packet sent Stop pay request
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.
Internal Contract
Payment Review call
Asking for the Issue date
Put in a Manager Request
E-Delivery
Rates
Color coded shelf gem was used
Request for a Product change
Transfer to the CCC
The call is from the transfer company
Death Claim
De-escalate
Sending blank forms
Unable to Verify a Caller
Transfer to Sales
Satisfy a requirement
Re-triggering Transfer paperwork
Inherited IRA
Status check
Trust policy
Portal-how to locate rates
Merrill Lynch Policy
Where was the delivery packet sent
Stop pay request