Readthird partydisclosurePerformedaredemptionPerformedanexchangeWalked aclientthrough howto loginonlinePerformed aredemptionfrom aTRAD IRACreateda workitemAccepteda next bestaction for aclientPerformedan I ClassConversionSent acheckexpressSent a clientthe IRAMFNAF viaDocuSignPerformedaredemptionPerformed aredemptionwithwithholdingTransferredto CEPerformedaredemptionUsedWebViewPerformed aredemptionfrom ataxableaccountPerformedaredemptionOpeneda newfundAddeda bankSent aclient aDocuSignAnswereda questionregardingtax formsTransferredto wiseGot areferralCreatedan LEcaseReadthird partydisclosurePerformedaredemptionPerformedanexchangeWalked aclientthrough howto loginonlinePerformed aredemptionfrom aTRAD IRACreateda workitemAccepteda next bestaction for aclientPerformedan I ClassConversionSent acheckexpressSent a clientthe IRAMFNAF viaDocuSignPerformedaredemptionPerformed aredemptionwithwithholdingTransferredto CEPerformedaredemptionUsedWebViewPerformed aredemptionfrom ataxableaccountPerformedaredemptionOpeneda newfundAddeda bankSent aclient aDocuSignAnswereda questionregardingtax formsTransferredto wiseGot areferralCreatedan LEcase

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