Review Your Assets

This page provides a brief summary of details about the people in your home who have liquid assets. Please take a minute to review your details to make sure everything is correct.


Making Changes


     •     If you see a mistake in a summary, click on Change (Notepad icon) to give us the correct information.

     •     If you see something that should be removed, click on Delete (“X” icon).

     •     If you want to add another person who has cash, choose his or her name then click the Add button.  If you need to change the amount of cash  that a person has, click the Change icon for that person instead.

     •     If you want to add another savings or checking account, choose the name of the person who owns it then click the Add button.

     •     If you want to add any other liquid asset, choose the name of the person who owns it then choose the type of liquid asset click the Add button.  If you have a burial trust, you can tell us about it later.

     •     If you want to double check or change something that doesn't appear in this summary, you can click on Change to review your original answers and make sure what you've entered is correct.


To continue, click the NEXT button.


To go back to the prior page, click the PREVIOUS button.


To save the renewal or exit the page, click the SAVE & EXIT button. This takes you to the SAVE and EXIT screen where you have a choice of saving or continuing to work on the renewal.


To close this window and return to ConneCT, click the CANCEL & EXIT button.