Where do I enter my retirement information?

Retirement

 

To enter your retirement information, refer to the steps listed below:

  1. Towards the top of the page, click the second tab titled, “Income.”
  2. On the page titled, “Income,” click the fourth box titled, “Retirement.”
  3. Click the green box towards the bottom of the page titled, “Save & Go.”
  4. Click the orange box titled, “Add New Record” under the section titled, “Superannuation Income Stream, Annuity or Pension,” or the section titled, “Superannuation Lump Sum Payments,” depending on your situation.
  5. Enter your information within the provided fields.
  6. Click the green box towards the bottom of the page titled, “Save & Go.”

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