Transferredto wiseWalked aclientthrough howto loginonlineAnswereda questionregardingtax formsPerformed aredemptionwithwithholdingTransferredto CECreatedan LEcasePerformedaredemptionPerformedanexchangePerformedaredemptionAccepteda next bestaction for aclientReadthird partydisclosurePerformedan I ClassConversionGot areferralCreateda workitemSent acheckexpressPerformedaredemptionUsedWebViewPerformed aredemptionfrom ataxableaccountPerformedaredemptionAddeda bankPerformed aredemptionfrom aTRAD IRAOpeneda newfundSent a clientthe IRAMFNAF viaDocuSignSent aclient aDocuSignTransferredto wiseWalked aclientthrough howto loginonlineAnswereda questionregardingtax formsPerformed aredemptionwithwithholdingTransferredto CECreatedan LEcasePerformedaredemptionPerformedanexchangePerformedaredemptionAccepteda next bestaction for aclientReadthird partydisclosurePerformedan I ClassConversionGot areferralCreateda workitemSent acheckexpressPerformedaredemptionUsedWebViewPerformed aredemptionfrom ataxableaccountPerformedaredemptionAddeda bankPerformed aredemptionfrom aTRAD IRAOpeneda newfundSent a clientthe IRAMFNAF viaDocuSignSent aclient aDocuSign

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