Step 1: Edit: Click on the green edit button underneath the Incomes heading.
Step 2: At Age Text Box: Enter in the age the projected benefits would start.
Step 3: Yearly Amount Text Box: Enter in the yearly numeric amount of the pension.
Step 4: Expected COLA Increase %: Enter in the numeric percentage amount.
Step 5: Save: Click on the green Save button underneath the Incomes Heading.
Step 6: GoTo Assets: Click on the green GoTo Assets underneath the Incomes headings.
Step 7: Create Planning Scenario: Click on the green Create Planning Scenario underneath the Assets heading.
Step 8: Structured Income Planning Page: A new column as automatically appeared in the structured income plan title pension.
Step 9: Edit: If you need to make an edit to the structured income plan click on the green edit button underneath the Structured Income Planning subheading.
Step 10: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 11: Logout: To sign out of SIPS, click on the Sign Out heading that is located in the upper right-hand side of the screen.
If you feel you need more support or would like to set up demo time with one of our representatives, please contact us at: +1-888-449-6917 or support@planscout.com
