Walked aclientthrough howto loginonlineCreatedan LEcasePerformed aredemptionwithwithholdingReadthird partydisclosurePerformedaredemptionPerformedan I ClassConversionPerformedaredemptionOpeneda newfundSent a clientthe IRAMFNAF viaDocuSignUsedWebViewSent aclient aDocuSignCreateda workitemPerformedanexchangePerformedaredemptionPerformedaredemptionPerformed aredemptionfrom ataxableaccountGot areferralAddeda bankPerformed aredemptionfrom aTRAD IRASent acheckexpressTransferredto CEAnswereda questionregardingtax formsAccepteda next bestaction for aclientTransferredto wiseWalked aclientthrough howto loginonlineCreatedan LEcasePerformed aredemptionwithwithholdingReadthird partydisclosurePerformedaredemptionPerformedan I ClassConversionPerformedaredemptionOpeneda newfundSent a clientthe IRAMFNAF viaDocuSignUsedWebViewSent aclient aDocuSignCreateda workitemPerformedanexchangePerformedaredemptionPerformedaredemptionPerformed aredemptionfrom ataxableaccountGot areferralAddeda bankPerformed aredemptionfrom aTRAD IRASent acheckexpressTransferredto CEAnswereda questionregardingtax formsAccepteda next bestaction for aclientTransferredto wise

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