UTMA/UGMAContractCallingabout aproducererrorAskingwhere tosend inthe fundsExplainthe Reg60ProcessBackOffice ison the lineTransferto SuitMaking achange totheallocationsUpdatingOwnerinformationIssuedpolicy10%PremiumcallAskingabout thestatus ofthe transferOwner andProducerboth onthe callFollow upcallrequestedAsked"Have youreceivedthe check"IgnoreCVF forBeneficiaryJPMorganChaseHave acaller jointhe callFree!VerbalW-9NBProducererrorHelplinehelpsyouSearch fora policyusing anSSNPOAPolicyReissuerequestRe-issuerequestPre IssuerefundrequestHybridProcedureshelf gemwas usedWellsFargoIssue apolicyMorganStanleyAddSuspenseReceivepraisefrom acallerCancelleda policyCallingabout theACHpaymentNB workitemmadefrom a callAskingwhere thetransferpaperworkwas sent toTransfertoAgencyIgnore theTVF forbeneficiaryChange/updatethe BeneficiaryUTMA/UGMAContractCallingabout aproducererrorAskingwhere tosend inthe fundsExplainthe Reg60ProcessBackOffice ison the lineTransferto SuitMaking achange totheallocationsUpdatingOwnerinformationIssuedpolicy10%PremiumcallAskingabout thestatus ofthe transferOwner andProducerboth onthe callFollow upcallrequestedAsked"Have youreceivedthe check"IgnoreCVF forBeneficiaryJPMorganChaseHave acaller jointhe callFree!VerbalW-9NBProducererrorHelplinehelpsyouSearch fora policyusing anSSNPOAPolicyReissuerequestRe-issuerequestPre IssuerefundrequestHybridProcedureshelf gemwas usedWellsFargoIssue apolicyMorganStanleyAddSuspenseReceivepraisefrom acallerCancelleda policyCallingabout theACHpaymentNB workitemmadefrom a callAskingwhere thetransferpaperworkwas sent toTransfertoAgencyIgnore theTVF forbeneficiaryChange/updatethe Beneficiary

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