Portal-how tolocateratesPut in aManagerRequestRe-triggeringTransferpaperworkWhere wasthe deliverypacket sentDeathClaimAsking forthe IssuedateE-DeliveryStatuscheckMerrillLynchPolicyPaymentReviewcallRatesTransferto SalesRequestfor aProductchangeColorcodedshelf gemwas usedStoppayrequestThe call isfrom thetransfercompanyInheritedIRAInternalContractTrustpolicyDe-escalateUnableto Verifya CallerSatisfy arequirementTransferto theCCCSendingblankformsPortal-how tolocateratesPut in aManagerRequestRe-triggeringTransferpaperworkWhere wasthe deliverypacket sentDeathClaimAsking forthe IssuedateE-DeliveryStatuscheckMerrillLynchPolicyPaymentReviewcallRatesTransferto SalesRequestfor aProductchangeColorcodedshelf gemwas usedStoppayrequestThe call isfrom thetransfercompanyInheritedIRAInternalContractTrustpolicyDe-escalateUnableto Verifya CallerSatisfy arequirementTransferto theCCCSendingblankforms

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