Satisfy arequirementInternalContractE-DeliveryWhere wasthe deliverypacket sentDeathClaimAsking forthe IssuedateTransferto theCCCPaymentReviewcallPortal-how tolocateratesRatesTrustpolicyStatuscheckPut in aManagerRequestUnableto Verifya CallerTransferto SalesInheritedIRARequestfor aProductchangeDe-escalateSendingblankformsMerrillLynchPolicyRe-triggeringTransferpaperworkColorcodedshelf gemwas usedThe call isfrom thetransfercompanyStoppayrequestSatisfy arequirementInternalContractE-DeliveryWhere wasthe deliverypacket sentDeathClaimAsking forthe IssuedateTransferto theCCCPaymentReviewcallPortal-how tolocateratesRatesTrustpolicyStatuscheckPut in aManagerRequestUnableto Verifya CallerTransferto SalesInheritedIRARequestfor aProductchangeDe-escalateSendingblankformsMerrillLynchPolicyRe-triggeringTransferpaperworkColorcodedshelf gemwas usedThe call isfrom thetransfercompanyStoppayrequest

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