Transferredto CEPerformedaredemptionCreatedan LEcaseAnswereda questionregardingtax formsPerformed aredemptionfrom aTRAD IRASent a clientthe IRAMFNAF viaDocuSignPerformed aredemptionfrom ataxableaccountPerformedan I ClassConversionSent aclient aDocuSignAddeda bankPerformedaredemptionUsedWebViewTransferredto wiseSent acheckexpressPerformed aredemptionwithwithholdingCreateda workitemWalked aclientthrough howto loginonlineGot areferralPerformedanexchangeReadthird partydisclosureOpeneda newfundAccepteda next bestaction for aclientPerformedaredemptionPerformedaredemptionTransferredto CEPerformedaredemptionCreatedan LEcaseAnswereda questionregardingtax formsPerformed aredemptionfrom aTRAD IRASent a clientthe IRAMFNAF viaDocuSignPerformed aredemptionfrom ataxableaccountPerformedan I ClassConversionSent aclient aDocuSignAddeda bankPerformedaredemptionUsedWebViewTransferredto wiseSent acheckexpressPerformed aredemptionwithwithholdingCreateda workitemWalked aclientthrough howto loginonlineGot areferralPerformedanexchangeReadthird partydisclosureOpeneda newfundAccepteda next bestaction for aclientPerformedaredemptionPerformedaredemption

The Belveal Bunch - 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. Transferred to CE
  2. Performed a redemption
  3. Created an LE case
  4. Answered a question regarding tax forms
  5. Performed a redemption from a TRAD IRA
  6. Sent a client the IRA MFNAF via DocuSign
  7. Performed a redemption from a taxable account
  8. Performed an I Class Conversion
  9. Sent a client a DocuSign
  10. Added a bank
  11. Performed a redemption
  12. Used WebView
  13. Transferred to wise
  14. Sent a check express
  15. Performed a redemption with withholding
  16. Created a work item
  17. Walked a client through how to login online
  18. Got a referral
  19. Performed an exchange
  20. Read third party disclosure
  21. Opened a new fund
  22. Accepted a next best action for a client
  23. Performed a redemption
  24. Performed a redemption