Colorcodedshelf gemwas usedTransferto SalesPaymentReviewcallAsking forthe IssuedateSendingblankformsWhere wasthe deliverypacket sentRatesStatuscheckStoppayrequestE-DeliveryThe call isfrom thetransfercompanyDe-escalateUnableto Verifya CallerInternalContractPut in aManagerRequestMerrillLynchPolicyDeathClaimTrustpolicyTransferto theCCCSatisfy arequirementRe-triggeringTransferpaperworkInheritedIRAPortal-how tolocateratesRequestfor aProductchangeColorcodedshelf gemwas usedTransferto SalesPaymentReviewcallAsking forthe IssuedateSendingblankformsWhere wasthe deliverypacket sentRatesStatuscheckStoppayrequestE-DeliveryThe call isfrom thetransfercompanyDe-escalateUnableto Verifya CallerInternalContractPut in aManagerRequestMerrillLynchPolicyDeathClaimTrustpolicyTransferto theCCCSatisfy arequirementRe-triggeringTransferpaperworkInheritedIRAPortal-how tolocateratesRequestfor aProductchange

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