Step 1: Edit: Click on the green Edit button underneath the Structured Income Planning sub-heading.
Step 2: Display Options: Click on the green Display Option button underneath the Structured Income Planning sub-heading.
Step 3: View Income Riders: Click on the green View Income Riders button located in the Column Display Options Table.
Step 4: Structured Income Planning Page: A new column underneath the Annuity called Inc Rider will appear in the Structured Income Plan.
Step 5: Display Options: Click on the green Display Option button underneath the Structured Income Planning sub-heading.
Step 6: Hide Income Riders: Click on the green Hide Income Riders button located in the Column Display Options Table.
Step 7: Structured Income Planning Page: The Inc Rider Column will be removed from the Annuity Account.
Step 8: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.
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.
