Don't understand ISA transfer form

Help & FAQs
1

Want to transfer in the entirety of my Vanguard S&S ISA. However, the from is quite misleading and with Vanguard’s transfer times I don’t want any extra delays because this part is completed incorrectly:

Details of ISA to be transferred

Transfer current tax year ISA

  • No
  • Yes, transfer current tax year ISA

Total current tax year ISA contributions

I don’t understand the part in bold, another similar thread said this should be the total value of my ISA, but the text above the entry field (bold text above) states contributions, which are two different things.
Which one is it?

If it’s the full ISA amount, how do I ensure the entire ISA balance is transferred? The value of my ISA will likely have changed by the time they get round to it, in no way do I want to end up with any partial transfer. I quite simply want all the ETFs/balance transferred in specie.

This leads to the next question on the transfer form, I’ve had the account with Vanguard since February 2024:

Transfer previous years ISAs

  • No

  • Transfer all of my previous years ISA

  • Transfer just part of my previous years ISA

Value of previous years’ ISAs to transfer

Again, I want all the balance, what value do I provide here?

2

Hello Dila, if you wish to transfer your full ISA from Vanguard to us, you will need to select ‘Yes, transfer current tax year ISA’ and input the amount of money that was contributed on/after April 6th 2024 as this will be the total current tax year contributions. Then for previous years, you will need to provide the value held in the account before April 6th 2024. We understand the final amount will be different to what we may receive in the transfer, this will not the affect the transfer. I hope this helps.