From the structured income planning page there are different ways you can withdraw money from a checking/savings account. Below is a step-by-step guideline for withdrawing money using the liquidate account function.
Step 1: Edit: Click on the green edit button underneath the Structured Income Planning subheading.
Step 2: Manage: Click on the green manage button within the column for the checking/savings account.
Option A: Pick Years:
Step 3: Structured Income Type: Click on the radio button next to Liquidate Account (in so many years).
Step 4: Income Data: Within the Income data table click on the Year text box that you would like to select.
Step 5:Pick Years: Click on the green button Pick Years.
Step 6: Clicking: After clicking on the Pick Years green button, the term "liquidate" should automatically appear in the income column of the table.
Step 7: Save: Click on the green button Save underneath the Manage Account subheading.
Step 8: Structured Income Planning Page: The Structured Income Planning should reflect the editing changes made to the account.
Option B: Start Years for Rest of Plan:
Step 9: Structured Income Type: Click on the radio button next to Liquidate Account (in so many years).
Step 10: Income Data: Within the Income data table click on the Year text box that you would like to select.
Step 11: Start Years for Rest of Plan: Click on the green button Start Years for Rest of Plan.
Step 12: Clicking: After clicking on the Start year for rest of plan green button, the term "liquidate" should automatically appear in the income column of the table.
Step 13: Save: Click on the green button Save underneath the Manage Account subheading.
Step 14: Structured Income Planning Page: The Structured Income Planning should reflect the editing changes made to the account.
Option C: Start Year for X Years:
Step 15: Structured Income Type: Click on the radio button next to Liquidate Account (in so many years).
Step 16: Income Data: Within the Income data table click on the Year text box that you would like to select.
Step 17: Start Year for X Years Text Box: Within the text box for Start Year fox X Years, type in how many years you would like the monetary amount to be distributed.
Step 18: Start Year of X Years: Click on the green button Start Year for X Years.
Step 19: Clicking: After clicking on the Start year for X years green button, the term "liquidate" should automatically appear in the income column of the table.
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: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.
Step 23: 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 24: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 25: 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
