Change/updatethe BeneficiaryExplainthe Reg60ProcessMorganStanleyOwner andProducerboth onthe callPre IssuerefundrequestUpdatingOwnerinformationIgnoreCVF forBeneficiaryBackOffice ison the lineNBProducererrorSearch fora policyusing anSSNFollow upcallrequestedAskingabout thestatus ofthe transferAsked"Have youreceivedthe check"Callingabout aproducererrorTransferto SuitAskingwhere thetransferpaperworkwas sent toAddSuspenseUTMA/UGMAContractIssue apolicyPOAPolicyReissuerequestJPMorganChase10%PremiumcallReceivepraisefrom acallerTransfertoAgencyRe-issuerequestIssuedpolicyMaking achange totheallocationsHelplinehelpsyouHave acaller jointhe callIgnore theTVF forbeneficiaryFree!Cancelleda policyAskingwhere tosend inthe fundsVerbalW-9HybridProcedureshelf gemwas usedNB workitemmadefrom a callWellsFargoCallingabout theACHpaymentChange/updatethe BeneficiaryExplainthe Reg60ProcessMorganStanleyOwner andProducerboth onthe callPre IssuerefundrequestUpdatingOwnerinformationIgnoreCVF forBeneficiaryBackOffice ison the lineNBProducererrorSearch fora policyusing anSSNFollow upcallrequestedAskingabout thestatus ofthe transferAsked"Have youreceivedthe check"Callingabout aproducererrorTransferto SuitAskingwhere thetransferpaperworkwas sent toAddSuspenseUTMA/UGMAContractIssue apolicyPOAPolicyReissuerequestJPMorganChase10%PremiumcallReceivepraisefrom acallerTransfertoAgencyRe-issuerequestIssuedpolicyMaking achange totheallocationsHelplinehelpsyouHave acaller jointhe callIgnore theTVF forbeneficiaryFree!Cancelleda policyAskingwhere tosend inthe fundsVerbalW-9HybridProcedureshelf gemwas usedNB workitemmadefrom a callWellsFargoCallingabout theACHpayment

Hybrid 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. Change/update the Beneficiary
  2. Explain the Reg 60 Process
  3. Morgan Stanley
  4. Owner and Producer both on the call
  5. Pre Issue refund request
  6. Updating Owner information
  7. Ignore CVF for Beneficiary
  8. Back Office is on the line
  9. NB Producer error
  10. Search for a policy using an SSN
  11. Follow up call requested
  12. Asking about the status of the transfer
  13. Asked "Have you received the check"
  14. Calling about a producer error
  15. Transfer to Suit
  16. Asking where the transfer paperwork was sent to
  17. Add Suspense
  18. UTMA/UGMA Contract
  19. Issue a policy
  20. POA Policy
  21. Reissue request
  22. JP Morgan Chase
  23. 10% Premium call
  24. Receive praise from a caller
  25. Transfer to Agency
  26. Re-issue request
  27. Issued policy
  28. Making a change to the allocations
  29. Helpline helps you
  30. Have a caller join the call
  31. Ignore the TVF for beneficiary
  32. Free!
  33. Cancelled a policy
  34. Asking where to send in the funds
  35. Verbal W-9
  36. Hybrid Procedure shelf gem was used
  37. NB work item made from a call
  38. Wells Fargo
  39. Calling about the ACH payment