Removing an Individual Item on the Manage Scenario Page

Within the structured income plan, you can remove an individual account, income, target, and tax from the manage scenario page. Below is a step-by-step guide for removing an individual item.

 

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




Step 2: Edit or Add Scenario: Click on the green Edit or Add Scenario button underneath the Structured Income Planning sub-heading.




Step 3: Remove Account: Click on the green Remove button for the individual account you would like to remove.




Step 4: Remove Income: Click on the green Remove button for the individual income you would like to remove.




Step 5: Remove Target: Click on the green Remove button for the target you would like to remove.




Step 6: Remove Tax: Click on the green Remove button for the tax you would like to remove.




Step 7: Save: Click on the Save button underneath the Manage Scenario subheading.




Step 8: Structured Income Plan: The removed items should not be present in the structured income plan.




Step 9: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.




Step 10: 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 11: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.




Step 12: 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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