Transferredto wiseOpeneda newfundPerformed aredemptionfrom ataxableaccountPerformedan I ClassConversionPerformedanexchangePerformedaredemptionPerformedaredemptionPerformed aredemptionwithwithholdingAnswereda questionregardingtax formsTransferredto CESent a clientthe IRAMFNAF viaDocuSignCreatedan LEcaseAccepteda next bestaction for aclientReadthird partydisclosureGot areferralSent aclient aDocuSignUsedWebViewCreateda workitemPerformedaredemptionAddeda bankWalked aclientthrough howto loginonlinePerformed aredemptionfrom aTRAD IRASent acheckexpressPerformedaredemptionTransferredto wiseOpeneda newfundPerformed aredemptionfrom ataxableaccountPerformedan I ClassConversionPerformedanexchangePerformedaredemptionPerformedaredemptionPerformed aredemptionwithwithholdingAnswereda questionregardingtax formsTransferredto CESent a clientthe IRAMFNAF viaDocuSignCreatedan LEcaseAccepteda next bestaction for aclientReadthird partydisclosureGot areferralSent aclient aDocuSignUsedWebViewCreateda workitemPerformedaredemptionAddeda bankWalked aclientthrough howto loginonlinePerformed aredemptionfrom aTRAD IRASent acheckexpressPerformedaredemption

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