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