UTMA/UGMAContractBackOffice ison the linePre IssuerefundrequestIssue apolicyAskingwhere thetransferpaperworkwas sent toMorganStanleyHybridProcedureshelf gemwas usedIssuedpolicyReceivepraisefrom acallerNB workitemmadefrom a callSearch fora policyusing anSSNIgnoreCVF forBeneficiaryCallingabout aproducererrorUpdatingOwnerinformationWellsFargoOwner andProducerboth onthe callNBProducererrorChange/updatethe BeneficiaryExplainthe Reg60ProcessCallingabout theACHpaymentFree!HelplinehelpsyouTransferto SuitAskingabout thestatus ofthe transferAddSuspensePOAPolicyIgnore theTVF forbeneficiaryHave acaller jointhe callAsked"Have youreceivedthe check"Making achange totheallocationsVerbalW-910%PremiumcallCancelleda policyJPMorganChaseRe-issuerequestReissuerequestAskingwhere tosend inthe fundsFollow upcallrequestedTransfertoAgencyUTMA/UGMAContractBackOffice ison the linePre IssuerefundrequestIssue apolicyAskingwhere thetransferpaperworkwas sent toMorganStanleyHybridProcedureshelf gemwas usedIssuedpolicyReceivepraisefrom acallerNB workitemmadefrom a callSearch fora policyusing anSSNIgnoreCVF forBeneficiaryCallingabout aproducererrorUpdatingOwnerinformationWellsFargoOwner andProducerboth onthe callNBProducererrorChange/updatethe BeneficiaryExplainthe Reg60ProcessCallingabout theACHpaymentFree!HelplinehelpsyouTransferto SuitAskingabout thestatus ofthe transferAddSuspensePOAPolicyIgnore theTVF forbeneficiaryHave acaller jointhe callAsked"Have youreceivedthe check"Making achange totheallocationsVerbalW-910%PremiumcallCancelleda policyJPMorganChaseRe-issuerequestReissuerequestAskingwhere tosend inthe fundsFollow upcallrequestedTransfertoAgency

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