Another Santander question

billn

I want to transfer my existing Shawbrook ISA into a Santander ISA, I am not sure how to answer the questions in this section of the form, I want to transfer the whole ammount, I haven't paid into the ISA in the current tax year. Does anyone know how I answer Questions 1&2? Thank you for reading this and sorry if it is a stupid question.

jackieblack

Q1 is ‘Not Applicable’ (write it in)
Q2 tick b

billn

Thank you, I didn't think of that (I suppose that could be classed as writing outside the box instead of thinking ........).

masonic

Answering yes to the "Do you wish to close your existing (non-Santander) cash ISA and transfer all the balance..." question means that you should not answer (1) and (2).

billn

Thank you, I can see now how that would work.