PerformedaredemptionUsedWebViewWalked aclientthrough howto loginonlineTransferredto wisePerformed aredemptionfrom aTRAD IRAPerformedan I ClassConversionTransferredto CECreatedan LEcaseGot areferralPerformedaredemptionPerformedaredemptionCreateda workitemAccepteda next bestaction for aclientAddeda bankReadthird partydisclosurePerformedaredemptionSent a clientthe IRAMFNAF viaDocuSignPerformed aredemptionfrom ataxableaccountSent acheckexpressPerformed aredemptionwithwithholdingPerformedanexchangeSent aclient aDocuSignOpeneda newfundAnswereda questionregardingtax formsPerformedaredemptionUsedWebViewWalked aclientthrough howto loginonlineTransferredto wisePerformed aredemptionfrom aTRAD IRAPerformedan I ClassConversionTransferredto CECreatedan LEcaseGot areferralPerformedaredemptionPerformedaredemptionCreateda workitemAccepteda next bestaction for aclientAddeda bankReadthird partydisclosurePerformedaredemptionSent a clientthe IRAMFNAF viaDocuSignPerformed aredemptionfrom ataxableaccountSent acheckexpressPerformed aredemptionwithwithholdingPerformedanexchangeSent aclient aDocuSignOpeneda newfundAnswereda questionregardingtax forms

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