Transferto theCCCRequestfor aProductchangeE-DeliverySatisfy arequirementTransferto SalesDe-escalateWhere wasthe deliverypacket sentRatesThe call isfrom thetransfercompanyPortal-how tolocateratesRe-triggeringTransferpaperworkTrustpolicyDeathClaimStoppayrequestStatuscheckMerrillLynchPolicyAsking forthe IssuedateSendingblankformsInheritedIRAPaymentReviewcallInternalContractColorcodedshelf gemwas usedUnableto Verifya CallerPut in aManagerRequestTransferto theCCCRequestfor aProductchangeE-DeliverySatisfy arequirementTransferto SalesDe-escalateWhere wasthe deliverypacket sentRatesThe call isfrom thetransfercompanyPortal-how tolocateratesRe-triggeringTransferpaperworkTrustpolicyDeathClaimStoppayrequestStatuscheckMerrillLynchPolicyAsking forthe IssuedateSendingblankformsInheritedIRAPaymentReviewcallInternalContractColorcodedshelf gemwas usedUnableto Verifya CallerPut in aManagerRequest

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