Annual Fixed Savings

On the structured income planning page, you have the ability to show deposits or withdrawals from the accounts on the structured income plan. There are multiple ways to do these functions. Below is a step-by-step guide for depositing and/or withdrawing monetary amounts through the annual fixed savings function.


Step 1: Edit: Click on the green Edit button underneath the Structured Income Planning sub-heading.




Step 2: Manage: Click on the green Manage button that is located in the Income column for whichever account you would like to deposit/withdrawal from.




Step 3: Annual Savings: Click on the Annual Fixed Savings radio button.




Step 4: Text box: Manually type in the monetary amount. To withdrawal money the numeric number starts with a negative symbol (-), to deposit money there is no symbol in front of the numeric value. 




Option A: Pick Years:

Step 5: Income Data: In the Income Data box click on the numerical year(s) that you would like to have the withdrawal/deposit happen.




Step 6: Pick Years: Click on the green Pick Years button.




Step 7: Clicking: The phrase savings will move into the Income Column and the numeric amount will move into the Variable column of the Income Data table for the years that were selected.




Step 8: Save: Once done click on the green Save button underneath the Manage Account subheading.




Step 9: Structured Income Planning Page: After clicking save the screen should take you back to the Structured Income Planning page.




Option B: Start Years for the Rest of the Plan:

Step 10: Annual Savings: Click on the Annual Fixed Savings radio button.




Step 11: Text box: Manually type in the monetary amount. To withdrawal money the numeric number starts with a negative symbol (-), to deposit money there is no symbol in front of the numeric value. 



Step 12: Year: In the Income data table select which year you would like to start the years for the rest of the plan.




Step 13: Start Year for rest of plan: Click on the green button Start Year for Rest of Plan.




Step 14: Clicking: The phrase savings will move into the Income Column and the numeric amount will move into the Variable column of the Income Data table for the years that were selected.




Step 15: Save: Once done click on the green Save button underneath the Manage Account subheading.




Step 16: Structured Income Planning Page: After clicking save the screen should take you back to the Structured Income Planning page.




Option C: Start Years for X Years:

Step 17: Annual Savings: Click on the Annual Fixed Savings radio button.




Step 18: Text box: Manually type in the monetary amount. To withdrawal money the numeric number starts with a negative symbol (-), to deposit money there is no symbol in front of the numeric value. 




Step 19: Year: In the Income data table select which year you would like to start the monetary addition.




Step 20: Start Year for X Years Text Box: Within the text box for Start Year fox X Years, type in the how many years you would like the monetary amount to be distributed.




Step 21: Start Years for X Years: Click on the green button Start Years for X Years.




Step 22: Clicking: The phrase savings will move into the Income Column and the numeric amount will move into the Variable column of the Income Data table for the years that were selected.




Step 23: Save: Once done click on the green Save button underneath the Manage Account subheading.




Step 24: Structured Income Planning Page: After clicking save the screen should take you back to the Structured Income Planning page. 




Step 25: Saving the Structured Income Planning scenario: Click the green Save button underneath the Structured Income Planning subheading.




Step 26: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.




Step 27: Edit: If you need to make an edit to the structured income plan click on the green edit button underneath the Structured Income Planning heading.




Step 28: 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.