How to Change Your NDIS Plan Manager

If you decide to change your NDIS plan manager, the process is straightforward and designed to be as smooth as possible. Whether you want to switch to a different plan manager or take on managing your plan yourself, you can do this at any time.

Steps to Switch Your Plan Manager

1. Choose a new plan manager: You can select a registered plan management provider or decide to manage your plan yourself. If you’re unsure, you can ask for help from your support coordinator or the NDIS.

2. Notify your current plan manager: It’s good practice to let your current plan manager know you are planning to switch. This helps ensure a smooth transition and that they can provide any final information or support needed.

3. Update your plan details with the NDIS: You or your support coordinator can contact the NDIS to update your plan management provider details. This can often be done online through your Participant Portal or by calling the NDIS.

4. Inform your service providers: Let your healthcare providers and support workers know about the change, especially if they need to send invoices or communicate with your new plan manager.

5. Start working with your new plan manager: Once your details are updated, your new plan manager will begin managing your plan. They can help you understand your budget and support you with invoicing and provider payments.

Important Tips

• You can switch plan managers as often as you like, but it’s best to plan the change carefully to avoid interruptions in your support services.

• If you manage your plan yourself, you can switch back to a plan manager at any time.

• Always keep records of your communications and any changes made to your plan management details for your reference.

Changing your plan manager is a simple process that puts you in control of your support arrangements. If you need help, your support coordinator or the NDIS can guide you through each step.