Requestfor aProductchangePaymentReviewcallStatuscheckInheritedIRATrustpolicyInternalContractStoppayrequestE-DeliveryUnableto Verifya CallerRatesSendingblankformsWhere wasthe deliverypacket sentColorcodedshelf gemwas usedMerrillLynchPolicyDe-escalatePortal-how tolocateratesSatisfy arequirementRe-triggeringTransferpaperworkPut in aManagerRequestAsking forthe IssuedateTransferto theCCCTransferto SalesDeathClaimThe call isfrom thetransfercompanyRequestfor aProductchangePaymentReviewcallStatuscheckInheritedIRATrustpolicyInternalContractStoppayrequestE-DeliveryUnableto Verifya CallerRatesSendingblankformsWhere wasthe deliverypacket sentColorcodedshelf gemwas usedMerrillLynchPolicyDe-escalatePortal-how tolocateratesSatisfy arequirementRe-triggeringTransferpaperworkPut in aManagerRequestAsking forthe IssuedateTransferto theCCCTransferto SalesDeathClaimThe call isfrom thetransfercompany

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