Within the Display Options within the structured income planning page, you can edit the structured income plan to show the calendar years instead of the plan years. Below is a step-by-step guide for viewing the calendar years.
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 Calendar Years: Click on the green View Calendar Years button in the Column Display Options Table.
Step 4: Structured Income Planning Page: The Year columns will change to the calendar years.
Step 5: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.
Step 6: 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 7: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 8: 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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