Answereda questionregardingtax formsAddeda bankReadthird partydisclosureTransferredto wisePerformed aredemptionwithwithholdingSent acheckexpressUsedWebViewPerformed aredemptionfrom ataxableaccountPerformedaredemptionPerformedaredemptionWalked aclientthrough howto loginonlineGot areferralTransferredto CEPerformedan I ClassConversionPerformed aredemptionfrom aTRAD IRACreateda workitemPerformedaredemptionPerformedaredemptionSent a clientthe IRAMFNAF viaDocuSignSent aclient aDocuSignPerformedanexchangeOpeneda newfundCreatedan LEcaseAccepteda next bestaction for aclientAnswereda questionregardingtax formsAddeda bankReadthird partydisclosureTransferredto wisePerformed aredemptionwithwithholdingSent acheckexpressUsedWebViewPerformed aredemptionfrom ataxableaccountPerformedaredemptionPerformedaredemptionWalked aclientthrough howto loginonlineGot areferralTransferredto CEPerformedan I ClassConversionPerformed aredemptionfrom aTRAD IRACreateda workitemPerformedaredemptionPerformedaredemptionSent a clientthe IRAMFNAF viaDocuSignSent aclient aDocuSignPerformedanexchangeOpeneda newfundCreatedan LEcaseAccepteda next bestaction for aclient

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