(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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Client is establishing beneficiaries.
Client is lite-registered
Use the Restore Account Access SW and position digital pathways.
Client is editing beneficiaries.
Guide client through the steps to resolve CIP freeze after verifying client’s identity.
Confirm e-delivery status and walk through the digital or verbal consent process.
Assist client with generating a Balance Verification Letter.
Use the digital objection script and offer to stay online to assist clients before requesting a paper form.
Client with rejected ACH transaction called, review BPM notes and advise contacting their bank for clarification.
Provide the International Wire Service Form and explain Medallion Signature Guarantee (MSG) requirements for adding an international bank.
Client has a joint account and learns beneficiaries are not allowed.
Client’s security codes are locked
Client is sent Restore Account Access Form
Client needs to update security code phone number
Guide client through the Electronic Bank Transfer Form and explain signature requirements (client is not web registered).
Explain only the primary owner can make changes or enroll in services.
Client has an IRA and is restricted due to RPO or address hold.
Confirm e-consenter status and explain Intelledox and signature requirements when adding a bank to an organization account.
Submit a CMS intake form or RePAIR ticket based on findings.
Transfer a NIGO client to FNDS_MTM_NIGO queue and explain what can and cannot be disclosed.
Client is reporting a death.
Explain the 2-3 business days micro-deposits and 7–10 day redemption hold and verification steps for linking a bank manually.
Authenticate the client and guide them through the digital process to update mailing address.
