Color coded shelf gem was used Transfer to Sales Payment Review call Asking for the Issue date Sending blank forms Where was the delivery packet sent Rates Status check Stop pay request E- Delivery The call is from the transfer company De- escalate Unable to Verify a Caller Internal Contract Put in a Manager Request Merrill Lynch Policy Death Claim Trust policy Transfer to the CCC Satisfy a requirement Re- triggering Transfer paperwork Inherited IRA Portal- how to locate rates Request for a Product change Color coded shelf gem was used Transfer to Sales Payment Review call Asking for the Issue date Sending blank forms Where was the delivery packet sent Rates Status check Stop pay request E- Delivery The call is from the transfer company De- escalate Unable to Verify a Caller Internal Contract Put in a Manager Request Merrill Lynch Policy Death Claim Trust policy Transfer to the CCC Satisfy a requirement Re- triggering Transfer paperwork Inherited IRA Portal- how to locate rates Request for a Product change
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.
Color coded shelf gem was used
Transfer to Sales
Payment Review call
Asking for the Issue date
Sending blank forms
Where was the delivery packet sent
Rates
Status check
Stop pay request
E-Delivery
The call is from the transfer company
De-escalate
Unable to Verify a Caller
Internal Contract
Put in a Manager Request
Merrill Lynch Policy
Death Claim
Trust policy
Transfer to the CCC
Satisfy a requirement
Re-triggering Transfer paperwork
Inherited IRA
Portal-how to locate rates
Request for a Product change