StoppayrequestColorcodedshelf gemwas usedPaymentReviewcallE-DeliveryAsking forthe IssuedateRequestfor aProductchangeDeathClaimPut in aManagerRequestTransferto SalesSatisfy arequirementDe-escalateInternalContractUnableto Verifya CallerThe call isfrom thetransfercompanyInheritedIRASendingblankformsStatuscheckPortal-how tolocateratesTransferto theCCCTrustpolicyMerrillLynchPolicyWhere wasthe deliverypacket sentRatesRe-triggeringTransferpaperworkStoppayrequestColorcodedshelf gemwas usedPaymentReviewcallE-DeliveryAsking forthe IssuedateRequestfor aProductchangeDeathClaimPut in aManagerRequestTransferto SalesSatisfy arequirementDe-escalateInternalContractUnableto Verifya CallerThe call isfrom thetransfercompanyInheritedIRASendingblankformsStatuscheckPortal-how tolocateratesTransferto theCCCTrustpolicyMerrillLynchPolicyWhere wasthe deliverypacket sentRatesRe-triggeringTransferpaperwork

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