Addeda bankReadthird partydisclosurePerformedaredemptionPerformedaredemptionAccepteda next bestaction for aclientPerformedaredemptionTransferredto wisePerformed aredemptionfrom aTRAD IRAPerformedan I ClassConversionTransferredto CEGot areferralCreatedan LEcaseSent aclient aDocuSignAnswereda questionregardingtax formsPerformed aredemptionfrom ataxableaccountPerformedaredemptionSent acheckexpressCreateda workitemPerformed aredemptionwithwithholdingOpeneda newfundUsedWebViewSent a clientthe IRAMFNAF viaDocuSignWalked aclientthrough howto loginonlinePerformedanexchangeAddeda bankReadthird partydisclosurePerformedaredemptionPerformedaredemptionAccepteda next bestaction for aclientPerformedaredemptionTransferredto wisePerformed aredemptionfrom aTRAD IRAPerformedan I ClassConversionTransferredto CEGot areferralCreatedan LEcaseSent aclient aDocuSignAnswereda questionregardingtax formsPerformed aredemptionfrom ataxableaccountPerformedaredemptionSent acheckexpressCreateda workitemPerformed aredemptionwithwithholdingOpeneda newfundUsedWebViewSent a clientthe IRAMFNAF viaDocuSignWalked aclientthrough howto loginonlinePerformedanexchange

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