Add abankby formSet expectationthat client willneed to printform after goingthroughIntelledoxDeauthorizea bank -CMSAdditionalownerauthenticationSentauthenticationmessage tojoint partysecuremessageDeletedbankAssistingclient withFrozen MicroDepositsEstablishinganInternationalBankUsed bankauthorizationTool - CMSLetting clientknow of 2-3business daysMicro-depositprocessAdding aDomesticBankonlineSet Back-upDocumentationExpectationsAdd a bankonline withMicro-depositsSend ClientElectronicBankTransactionlinkAdd abanknicknameUsed theAdd aBank ToolContact JSS forjoint accountclient todeterminemicro-depositamountCheckdynamic fordeletedbank reasonLinking abank alreadyon file to aVanguardaccountContactingClientCareCheck BPMfor ACHRejectsreasonAdd a bankonline withInstant bankauthenticationprocessAuthorizea bank -CMSLetting clientknow of 7-10calendar daysBankVerificationHoldAdd abankby formSet expectationthat client willneed to printform after goingthroughIntelledoxDeauthorizea bank -CMSAdditionalownerauthenticationSentauthenticationmessage tojoint partysecuremessageDeletedbankAssistingclient withFrozen MicroDepositsEstablishinganInternationalBankUsed bankauthorizationTool - CMSLetting clientknow of 2-3business daysMicro-depositprocessAdding aDomesticBankonlineSet Back-upDocumentationExpectationsAdd a bankonline withMicro-depositsSend ClientElectronicBankTransactionlinkAdd abanknicknameUsed theAdd aBank ToolContact JSS forjoint accountclient todeterminemicro-depositamountCheckdynamic fordeletedbank reasonLinking abank alreadyon file to aVanguardaccountContactingClientCareCheck BPMfor ACHRejectsreasonAdd a bankonline withInstant bankauthenticationprocessAuthorizea bank -CMSLetting clientknow of 7-10calendar daysBankVerificationHold

Bingo Banking - 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. Add a bank by form
  2. Set expectation that client will need to print form after going through Intelledox
  3. Deauthorize a bank - CMS
  4. Additional owner authentication
  5. Sent authentication message to joint party secure message
  6. Deleted bank
  7. Assisting client with Frozen Micro Deposits
  8. Establishing an International Bank
  9. Used bank authorization Tool - CMS
  10. Letting client know of 2-3 business days Micro-deposit process
  11. Adding a Domestic Bank online
  12. Set Back-up Documentation Expectations
  13. Add a bank online with Micro-deposits
  14. Send Client Electronic Bank Transaction link
  15. Add a bank nickname
  16. Used the Add a Bank Tool
  17. Contact JSS for joint account client to determine micro-deposit amount
  18. Check dynamic for deleted bank reason
  19. Linking a bank already on file to a Vanguard account
  20. Contacting Client Care
  21. Check BPM for ACH Rejects reason
  22. Add a bank online with Instant bank authentication process
  23. Authorize a bank - CMS
  24. Letting client know of 7-10 calendar days Bank Verification Hold