Santander Cash ISA Transfer Form - unclear!

davefromkent_2

Hi thanks for reading.

On the Santander Cash ISA Transfer Form (I can't post links yet as I am a newbie but if you google "Santander ISA Transfer it's right at the top), part 2 (a) states:

"Do you want to close your current Cash ISA and transfer all the balance, including the accrued interest?

YES NO"

...and part 2 (b) states:

"Have you paid money into your Cash ISA in the current tax year? (A tax year is from 6 April to 5 April in the following year.)

YES NO"

Underneath it says...

"If you answered Yes to question (a), please ignore questions (c) and (d).
If you answered Yes to question (b), please complete questions (c) and (d)."

The trouble is, I (like many people surely) want to answer yes to both questions - so do I answer questions (c) and (d) or not???

It's quite misleading!

Cheers

innovate

yeah, been designed to confuse the hell out of you!!! Perhaps just to ensure the Santander customer satisfaction index won't raise above 2 out of 10.

I answered yes to (a) and (b) and ignored the rest. On the grounds that 'yes' to (a) tells them I want them to transfer my total existing ISA funds, and since I won't give them my transfer form before the maturity date of my old ISA, (c) and (d) are irrelevant.Wouldn't know what to do if I had to give them the form before maturity of my old ISA, and they couldn't answer my questions about it on the phone, either.

davefromkent_2

That's what I'll do then - so if there's a problem I can blame you

Thanks for your reply.

evenasus

You're not the only one who was confused by the a-b-c-d questions.
It's been talked about on other threads on here.

innovate has given you the right advice.

Nine_Lives

I just hope you're not transferring from Halifax, because between Halifax & Santander, both mine & my gf's ISAs have been totally messed up.

davefromkent_2

Nope, Nationwide luckily. Sorry to here about your ISA troubles

chintanm78

Hi there,

Came across this thread - having a problem just downloading the form - its like the document the link links to has disappeared??

http://www.santander.co.uk/csgs/Satellite?appID=abbey.internet.Abbeycom&canal=CABBEYCOM&cid=1237836201044&empr=Abbeycom&leng=en_GB&pagename=Abbeycom%2FPage%2FWC_ACOM_TemplateA1

Where is says complete online - CASH ISA TRansfer Form - it just downloads a document saying your adobe isn't up to date but it is!

Has anyone managed this no problems?

evenasus

Just tried again and this works for me... http://www.santander.co.uk/csgs/StaticBS?blobcol=urldata&blobheader=application%2Fpdf&blobkey=id&blobtable=MungoBlobs&blobwhere=1223420943545&cachecontrol=immediate&ssbinary=true&maxage=3600

evenasus

This is a different form that would probably be ok to use.
http://www.santander.co.uk/csgs/StaticBS?blobcol=urldata&blobheader=application%2Fpdf&blobkey=id&blobtable=MungoBlobs&blobwhere=1223411399432&maxage=3600

innovate

evenasus wrote: »

This is a different form that would probably be ok to use.
http://www.santander.co.uk/csgs/StaticBS?blobcol=urldata&blobheader=application%2Fpdf&blobkey=id&blobtable=MungoBlobs&blobwhere=1223411399432&maxage=3600

Same issue with that one

If you answered Yes to question a), please ignore questions c)
and d). If you answered Yes to question b), please complete
questions c) and d).

What'd you do if you answered Yes to (a) and (b) - - - do you answer (c) and (d), or do you ignore (c) and (d)?

evenasus

innovate wrote: »

Same issue with that one

What'd you do if you answered Yes to (a) and (b) - - - do you answer (c) and (d), or do you ignore (c) and (d)?

You ignore (c) and (d) as they're cancelled out by your Yes answer to (a)