PerformedaredemptionPerformed aredemptionwithwithholdingAccepteda next bestaction for aclientPerformedanexchangeCreateda workitemPerformedan I ClassConversionReadthird partydisclosureWalked aclientthrough howto loginonlineCreatedan LEcaseTransferredto wisePerformedaredemptionSent aclient aDocuSignOpeneda newfundAddeda bankPerformedaredemptionUsedWebViewPerformed aredemptionfrom ataxableaccountPerformedaredemptionSent acheckexpressGot areferralPerformed aredemptionfrom aTRAD IRATransferredto CESent a clientthe IRAMFNAF viaDocuSignAnswereda questionregardingtax formsPerformedaredemptionPerformed aredemptionwithwithholdingAccepteda next bestaction for aclientPerformedanexchangeCreateda workitemPerformedan I ClassConversionReadthird partydisclosureWalked aclientthrough howto loginonlineCreatedan LEcaseTransferredto wisePerformedaredemptionSent aclient aDocuSignOpeneda newfundAddeda bankPerformedaredemptionUsedWebViewPerformed aredemptionfrom ataxableaccountPerformedaredemptionSent acheckexpressGot areferralPerformed aredemptionfrom aTRAD IRATransferredto CESent a clientthe IRAMFNAF viaDocuSignAnswereda questionregardingtax forms

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Performed a redemption
  2. Performed a redemption with withholding
  3. Accepted a next best action for a client
  4. Performed an exchange
  5. Created a work item
  6. Performed an I Class Conversion
  7. Read third party disclosure
  8. Walked a client through how to login online
  9. Created an LE case
  10. Transferred to wise
  11. Performed a redemption
  12. Sent a client a DocuSign
  13. Opened a new fund
  14. Added a bank
  15. Performed a redemption
  16. Used WebView
  17. Performed a redemption from a taxable account
  18. Performed a redemption
  19. Sent a check express
  20. Got a referral
  21. Performed a redemption from a TRAD IRA
  22. Transferred to CE
  23. Sent a client the IRA MFNAF via DocuSign
  24. Answered a question regarding tax forms