Viewing the RMD amounts on the Structured Income Plan

On the structured income planning page, you have the ability to view the regular RMD and the beneficial RMD amounts.  Below is a step-by-step guide for viewing the RMD amounts on the structured income plan.

 

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 RMD Checks: Click on the green View RMD Checks button in the Column Display Options Table.




Step 4: Structured Income Planning Page: A new column on the left will appear that will display the monetary amounts for the RMD.




Step 5:RMD Option: Whichever title is in the Yellow box is the RMD that is displayed. If you need to change the RMD, click on the green button above the Yellow box.




Step 6: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.




Step 7: 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 8: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading. 




Step 9: 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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