Income Data Table within the Manage Account Page

To change any information about the accounts is done through the Manage Account page. To change any information about the income to the accounts it is done through selecting a structured income type and the income data table. Below are instructional steps about each of the Income Data functions.

 

Step 1: Edit: Click on the green edit button underneath the Structured Income Planning subheading.




Step 2: Manage: Click on the green Manage button that is located in the incomes column for whichever account you would like to add or withdrawal a monetary amount to.




Step 3: Structured Income Type: Within in this column select which function you would like to do to the account.




Step 4: Text box: Depending on which radio button you have selected, if it has a text box, enter the monetary or percentage amount into the text box. 

NOTE: IF you are depositing monetary amounts into the account, the whole number needs to start with a negative symbol (-).

NOTE: IF you are withdrawing a monetary amount the whole number does not need to start with a mathematical equation.

NOTE: If you are adding a percentage amount, the numerical amount can be entered as a whole number.




Option A: Pick Years:

Step 5: Structured Income Type: Pick the Structured Income Type you are using.




Step 6: Income Data: Within the Income data table click on the Year text box that you would like to select.




Step 7: Pick Years: Click on the green Pick Years button located at the lefthand side of the Income Data table. 



Step 8: Clicking: After clicking on the Pick Years green button, the data should be entered into the Income Data table.




Step 9: Save: Click on the green button Save underneath the Manage Account subheading. 



Step 10: Structured Income Planning Page: After clicking save the screen should take you back to the Structured Income Planning page with the changes made to the account.

 



Option B: Start Years for Rest of Plan:

Step 11: Structured Income Type: Pick the Structured Income Type you are using.




Step 12: Income Data: Within the Income data table click on the Year text box that you would like to start the years.




Step 13: Start Years for Rest of Plan: Click on the green button Start Years for Rest of Plan. 




Step 14: Clicking: After clicking on the Start Years for Rest of Plan button the data for the income and variable data should be entered into the Income Data table.




Step 15: Save: Click on the green button Save 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 with the changes made to the account.

 



Option C: Start Year for X Years:

Step 17: Structured Income Type: Pick the Structured Income Type you are using.




Step 18: Income Data: Within the Income data table click on the Year text box that you would like to select.




Step 19: Start Year for X Years text box: Within the text box for Start Year fox X Years, type in the whole number that you would like to use. Click on the green button Start Years for X years. 




Step 20: Clicking: After clicking on the Start Year for X Years button the data should be filtered into the Income Data table.




Step 21: Save: Click on the green button Save underneath the Manage Account subheading.




Step 21:  Structured Income Planning Page: After clicking save the screen should take you back to the Structured Income Planning page with the changes made to the account.

 



Option D: Pick year(s) to remove:

Step 22: Income Data: Within the Income data table click on the Year text box that you would like to select.




Step 22: Pick year(s) to remove: Click on the green button Pick year(s) to remove on the lefthand side of the Income Data table. 




Step 23: Clicking: Once clicking on the Pick year(s) to remove button the years should be removed from the Income Data table.




Step 24: Save: Click on the green button Save underneath the Manage Account subheading. 




Step 25: Structured Income Planning Page: After clicking save the screen should take you back to the Structured Income Planning page with the changes made to the account.

 



Option E: Remove year to end of plan:

Step 26: Income Data: Within the Income data table click on the Year text box that you would like to select.




Step 27: Remove year to end of plan: Click on the green button Remove year to end of plan located on the lefthand side of the Income Data table. 




Step 28: Clicking: Once clicking on the Remove year to end of plan button the years should be removed from the Income Data table.




Step 29: Save: Click on the green button Save underneath the Manage Account subheading. 




Step 30: Structured Income Planning Page: After clicking save the screen should take you back to the Structured Income Planning page with the changes made to the account.

 



Option F: Reset all years:

NOTE: The Reset all years button is the function to remove all the data that is in the Income Data table. It will delete all information that was put into the Income Data table.

Step 31: Reset all years: Click on the green Reset all years button located on the lefthand side of the Income Data table.




Step 32: Save: Click on the green button Save underneath the Manage Account subheading. 




Step 33: Structured Income Planning Page: After clicking save the screen should take you back to the Structured Income Planning page with the changes made to the account.

 



Step 34: Logout: to sign out of SIPS, click on the Sign Out heading that is located in the upper right-hand side of the screen.

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