Openeda newfundSent acheckexpressReadthird partydisclosureAccepteda next bestaction for aclientPerformedan I ClassConversionPerformedaredemptionPerformed aredemptionfrom aTRAD IRAPerformedanexchangeAnswereda questionregardingtax formsTransferredto wisePerformedaredemptionCreatedan LEcasePerformedaredemptionSent aclient aDocuSignUsedWebViewPerformed aredemptionfrom ataxableaccountWalked aclientthrough howto loginonlinePerformed aredemptionwithwithholdingPerformedaredemptionAddeda bankCreateda workitemSent a clientthe IRAMFNAF viaDocuSignTransferredto CEGot areferralOpeneda newfundSent acheckexpressReadthird partydisclosureAccepteda next bestaction for aclientPerformedan I ClassConversionPerformedaredemptionPerformed aredemptionfrom aTRAD IRAPerformedanexchangeAnswereda questionregardingtax formsTransferredto wisePerformedaredemptionCreatedan LEcasePerformedaredemptionSent aclient aDocuSignUsedWebViewPerformed aredemptionfrom ataxableaccountWalked aclientthrough howto loginonlinePerformed aredemptionwithwithholdingPerformedaredemptionAddeda bankCreateda workitemSent a clientthe IRAMFNAF viaDocuSignTransferredto CEGot areferral

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