Createda workitemPerformed aredemptionwithwithholdingUsedWebViewPerformedaredemptionPerformedan I ClassConversionTransferredto wiseGot areferralTransferredto CEWalked aclientthrough howto loginonlineSent a clientthe IRAMFNAF viaDocuSignAccepteda next bestaction for aclientSent aclient aDocuSignPerformedaredemptionPerformedaredemptionPerformedanexchangeAddeda bankAnswereda questionregardingtax formsPerformed aredemptionfrom aTRAD IRASent acheckexpressReadthird partydisclosurePerformed aredemptionfrom ataxableaccountPerformedaredemptionCreatedan LEcaseOpeneda newfundCreateda workitemPerformed aredemptionwithwithholdingUsedWebViewPerformedaredemptionPerformedan I ClassConversionTransferredto wiseGot areferralTransferredto CEWalked aclientthrough howto loginonlineSent a clientthe IRAMFNAF viaDocuSignAccepteda next bestaction for aclientSent aclient aDocuSignPerformedaredemptionPerformedaredemptionPerformedanexchangeAddeda bankAnswereda questionregardingtax formsPerformed aredemptionfrom aTRAD IRASent acheckexpressReadthird partydisclosurePerformed aredemptionfrom ataxableaccountPerformedaredemptionCreatedan LEcaseOpeneda newfund

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