Step 1: Edit: Click on the green Edit button underneath the Structured Income Planning sub-heading.
Step 2: Add Target: Click on the green Add Target button underneath the Structured Income Planning sub heading.
Step 3: Target Name: Enter in Target Name. 
Step 4: Inflation Rate: Enter in the percentage amount.
Step 5: Target Description: Enter in a description. 
Step 6: Add Adjustment Text Box: Type in numeric number for the Target Income Adjustment. SIPS recognizes the dollar mark and commas. 
Step 7: Year: Click on the year text box you would like the Target Income Adjustment to start.
Step 8: Pick Years: Click on the green Pick Years button.
Step 9: Clicking: After clicking on the Pick year(s)button, the number that was entered into the Add Adjustment Text Box should automatically appear in the Target Adjustment column.
Step 10: Repeat: Repeat steps 11 through 14 if you would like to add another target adjustment.
Step 11: Save: Click on the green Save button underneath the Manage Target subheading.
Step 12: New Columns: Two new columns have appeared in the structured income plan: the target income and the income gap.
Step 13: Income Gap: If the numbers are in green the total amount exceed the target income. If the numbers are in red the total numbers are below the target income.
Step 14: Retirement Income: The Retirement Income column should reflect the target adjustment numbers.
Step 15: Manage: Click on the green Manage button within the Accounts column that you would like the makeup target income to come from.
Step 16: Calculate Plan Withdrawals: Click on the radio button for Make-up income gap based on target income.
Step 17: Income Data: Within the Income data table click on the Year text box that you would like to start the year for the rest of the plan.
Step 18: Start Years for Rest of Plan: Click on the green button Start Years for Rest of Plan.
Step 19: Clicking: After clicking on the Start Years for Rest of Plan button, the term "makeup" should automatically appear in the income column.
Step 20: Save: Click on the green button Save underneath the Manage Account subheading.
Step 21: Structured Income Planning Page: The Structured Income Planning should reflect the editing changes made to the account.
Step 22: Income Gap: If the column is clear and the numeric number is 0 this mean that the money withdrawn is equal to the target income.
Step 23: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.
Step 24: 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 25: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 26: 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
