PerformedanexchangeTransferredto wiseSent a clientthe IRAMFNAF viaDocuSignPerformed aredemptionfrom aTRAD IRACreatedan LEcasePerformedan I ClassConversionPerformed aredemptionfrom ataxableaccountPerformedaredemptionSent aclient aDocuSignWalked aclientthrough howto loginonlineTransferredto CEOpeneda newfundPerformedaredemptionAddeda bankCreateda workitemPerformedaredemptionReadthird partydisclosureAnswereda questionregardingtax formsSent acheckexpressPerformedaredemptionUsedWebViewGot areferralPerformed aredemptionwithwithholdingAccepteda next bestaction for aclientPerformedanexchangeTransferredto wiseSent a clientthe IRAMFNAF viaDocuSignPerformed aredemptionfrom aTRAD IRACreatedan LEcasePerformedan I ClassConversionPerformed aredemptionfrom ataxableaccountPerformedaredemptionSent aclient aDocuSignWalked aclientthrough howto loginonlineTransferredto CEOpeneda newfundPerformedaredemptionAddeda bankCreateda workitemPerformedaredemptionReadthird partydisclosureAnswereda questionregardingtax formsSent acheckexpressPerformedaredemptionUsedWebViewGot areferralPerformed aredemptionwithwithholdingAccepteda 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. Performed an exchange
  2. Transferred to wise
  3. Sent a client the IRA MFNAF via DocuSign
  4. Performed a redemption from a TRAD IRA
  5. Created an LE case
  6. Performed an I Class Conversion
  7. Performed a redemption from a taxable account
  8. Performed a redemption
  9. Sent a client a DocuSign
  10. Walked a client through how to login online
  11. Transferred to CE
  12. Opened a new fund
  13. Performed a redemption
  14. Added a bank
  15. Created a work item
  16. Performed a redemption
  17. Read third party disclosure
  18. Answered a question regarding tax forms
  19. Sent a check express
  20. Performed a redemption
  21. Used WebView
  22. Got a referral
  23. Performed a redemption with withholding
  24. Accepted a next best action for a client