Transferredto CEAccepteda next bestaction for aclientSent acheckexpressUsedWebViewPerformedan I ClassConversionSent aclient aDocuSignPerformedaredemptionGot areferralPerformedanexchangeWalked aclientthrough howto loginonlineTransferredto wisePerformedaredemptionAddeda bankPerformedaredemptionCreatedan LEcasePerformed aredemptionfrom ataxableaccountOpeneda newfundAnswereda questionregardingtax formsPerformed aredemptionfrom aTRAD IRASent a clientthe IRAMFNAF viaDocuSignReadthird partydisclosurePerformed aredemptionwithwithholdingPerformedaredemptionCreateda workitemTransferredto CEAccepteda next bestaction for aclientSent acheckexpressUsedWebViewPerformedan I ClassConversionSent aclient aDocuSignPerformedaredemptionGot areferralPerformedanexchangeWalked aclientthrough howto loginonlineTransferredto wisePerformedaredemptionAddeda bankPerformedaredemptionCreatedan LEcasePerformed aredemptionfrom ataxableaccountOpeneda newfundAnswereda questionregardingtax formsPerformed aredemptionfrom aTRAD IRASent a clientthe IRAMFNAF viaDocuSignReadthird partydisclosurePerformed aredemptionwithwithholdingPerformedaredemptionCreateda workitem

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