how to switch your ndis plan manager easily

Introduction

Are you really happy with your current NDIS plan manager? The person who looks after your plan is there to help you reach your goals. But not every plan manager or plan management service is the same. If you do not feel listened to, or if you feel like just a number, you may want to look for someone new. Changing your NDIS plan manager can sound hard, but it is not as tricky as it seems. This guide will show you easy steps to help you find a plan management service that has your best interest at heart and will give you the support you need with your NDIS plan.

Key Highlights

• You have the right to switch your NDIS plan manager at any point during your plan period.

• The process is straightforward and doesn't require waiting for a plan review.

• Changing your plan manager will not impact your NDIS plan funding amounts.

• A good plan manager offers personalised support, prompt payments, and helps you understand your funding.

• The key steps involve choosing a new provider, notifying your current one, and informing the NDIA.

• Proper NDIS plan management ensures your supports continue seamlessly during the transition.

Quick answer — when to consider switching your plan manager

You may want to switch your plan manager if you do not get the service that you need. Are there times when your calls and emails do not get answered? Is your provider slow to pay invoices? A good plan manager should work with you. The right one will help you understand your NDIS plan and support you as you use it. If your current provider does not help you with your funding, does not let you track your budget well, or does not offer a personal touch, then it may be time to look for the best plan manager for your needs.

Changing plan management is a strong step in taking control of your NDIS experience. Usually, you just do three things. You pick a new provider, give written notice to your current provider, and then let the NDIA know about this change. Your NDIS funding and the details of your NDIS plan do not change when you make this switch. The money for plan management belongs to its own group. This lets you choose the plan manager that fits you best, with no change to your payments. A support coordinator can also help you through these steps.

Benefits of Changing Your NDIS Plan Manager

Choosing to change your plan manager can make your NDIS experience better. The main reason to do this is to have a provider who matches your needs and helps you make smart choices about your supports. A new plan manager often brings new ideas and gives you better service.

This move can make a big difference in how your NDIS plan management is handled. What should you look for when picking a new provider? Look for someone who offers:

• Personalised Support: They know your name and are there when you want to talk. They do not see you as just a number.

• Prompt Payments: They make payments fast. This helps you keep a good relationship with your support providers.

• Clear Guidance: They explain your ndis plan so you know how you can use your funds to meet your goals.

A good new plan manager gives you more control and peace of mind. You get better budget tracking, and with support from a helpful support coordinator, your ndis plan management feels safe. This means you can put your time and focus on your own life and goals.

What You Need to Get Started Before Switching

Before you start to switch, it is good to get ready. If you take some time now to collect your details and check what your current agreement says, this can help make things easy for later. Doing this at the start will help you move ahead with a clear mind and feel good about what is next.

You should keep your NDIS plan information close by and know the rules you have with your current plan manager. If you do this sort of planning, there is less chance of having problems or slowdowns. This makes it much easier to move to a new plan management provider for your NDIS plan.

Information and Documentation Required

To make the switch, you need to get some basic details together and do a bit of paperwork. Having this ready at the start makes everything go faster. Your new plan manager can help you find out what you need.

You must have your main NDIS details. This helps your new provider find you in the NDIS system and start to take care of your funds. It is good to have:

• Your full name and NDIS number

• A copy of your current NDIS plan

Even though the process is meant to be simple, you need to fill in a few forms or send some notices to make it official with the NDIA. Your new plan manager will walk you through the needed paperwork. What you need to fill in could be a bit different, based on when your NDIS plan started. There is no need to worry about old invoices. Your last manager takes care of all payments made while they were with you.

Factors to Consider When Choosing a New NDIS Plan Manager

Selecting the best plan manager for you is a critical decision. Look beyond basic invoice processing and seek a provider who offers comprehensive support. You want a partner who is responsive, knowledgeable, and genuinely invested in your success. A provider like Plan Hero focuses on being more than just a processor of payments.

When evaluating plan management services, consider how they will support you in practice. Do they offer tools like a mobile app to track your spending? Are they easy to contact? Your support coordinator can be a valuable resource in helping you find a provider that fits your communication style and needs.

To help you choose, consider these key factors:

Step-by-Step Guide: How to Switch Your NDIS Plan Manager

Now that you know what you need and what things to watch for, let's go over the steps to change plan managers. The process is not as hard as most people think it is. You do not need to wait until your next plan meeting. You can start the change now.

This guide shows you four easy things you can do. You will find out how to look at your current agreement and how to switch to a new NDIS plan manager. Each step is simple and made to help you. If you want more details or need contacts, you can visit the official NDIS website. There, you will also get helpful tips about your ndis plan, changing plan managers, and other support.

Step 1: Review Your Current Plan and Provider Agreement

The first thing you need to do when changing to a new plan manager is to look at your agreement with your current plan manager. This paper tells you about the rules you agreed to, including any rules about ending your service.

Check to see if there is a part that talks about how long you have to tell them before you can stop using their service. Most NDIS providers will want you to give notice, which is often between 14 and 30 days. Knowing this period helps you get ready for the move to a new ndis plan manager and lets things run smoothly.

It is very important to read your provider agreement carefully during this process. You have the right to switch plan managers at any time for your ndis plan. Still, it is a good idea to follow the notice time that is written in your agreement. Looking over your NDIS plan and agreement early on helps you with the next steps and lets you have a trouble-free change.

Step 2: Notify Your Current Plan Manager

Yes, you need to let your current plan manager know that you want to stop their plan management services. This step is important. It helps to end your agreement and starts the process to release your plan management money. The best way to do this is by writing to them. This gives you a clear record of what you ask for.

Most people send an email. It is easy and works well. You do not have to say why you want to leave. In your email, be sure to put your name, your NDIS number, and that you want to cancel the plan management services. Ask them when your plan management will end and when it will be confirmed.

When you tell them you want to leave, your current plan manager will start to finish any unpaid invoices. They will also get ready to release any money left in your plan management. This might take up to 30 days, but you can ask if it can be sooner. Sending your written notice is the big step that starts all the paperwork.

Step 3: Complete the Necessary NDIS Forms and Paperwork

After you tell your old provider about the change, the next step is to make it official with the National Disability Insurance Agency (NDIA). The paperwork and steps will depend on your NDIS plan’s system. Your new plan management provider can help you know which process is right for you.

If you got your ndis plan after January 1, 2024, and it uses the new PACE system, the process is simple. You will need to talk to the NDIA and “endorse” your new plan manager. You can do this by calling 1800 800 110 or on the  NDIS website. Make sure you have the name and ABN of your new plan manager ready.

If your plan was issued before this date, the main thing you need is the written notice you already gave to your old plan manager. The key step is to sign up with the new plan management provider. Your new provider will then work with NDIA and take care of all the paperwork for you.

Step 4: Set Up with Your New Plan Manager and Ensure Support Continuity

The last thing you need to do is finish signing up with your new plan manager. If you choose a proactive provider, this will be easy. After your registration, your new plan manager will start to move your ndis plan funds from your old manager.

To keep your support running, you need good communication. Tell your support providers that you are switching your plan manager. Also, give your support providers the contact details for your new plan manager. In most cases, your new plan manager will get in touch with you within a day or two after you sign up. They will say hello and let you know what will happen next. They will make sure your NDIS funding is there fast so you can keep getting your supports and help when you need it.

Your new plan manager knows how important it is that things go smoothly. They will handle most of the transfer work for you to keep any problems or delays as small as possible. If you have a support coordinator, tell them about the change so they can help make things easier during your ndis plan handover.

Conclusion

In the end, understanding NDIS plan management gives families the freedom to choose supports that truly match their child’s needs. With plan management, you can access the providers that suit your family best—even those outside the NDIS list—while keeping your budget clear and easy to follow.

A skilled plan manager reduces stress by handling invoices, tracking spending, and ensuring everything runs smoothly. This allows parents to focus on what matters most: their child’s growth and wellbeing.

At daar Liverpool, our NDIS-registered plan managers combine experience and care to help families make the most of their funding with confidence and ease.

Book your consultation today and let us simplify your NDIS journey so you can focus on your family’s goals.

Frequently Asked Questions

How long does it take to change to a new NDIS plan manager?

The switch to a new plan manager usually takes about 14 to 30 days. This time is needed so your old provider can deal with the last invoices. The NDIA will also need time to move your money. Your new plan manager will help with this so things go well.

Can I switch to plan management at any time during my NDIS plan period?

Yes, you can ask to change to plan management at any point in your NDIS plan time. This is true even if your NDIS plan is self-managed or agency-managed right now. To do this, you just need to reach out to your local area coordinator (LAC) or the NDIA.

Are there any costs or fees involved in switching plan managers?

No, you do not have to pay any out-of-pocket costs or fees when you switch. The money for plan management is set aside in your NDIS plan by the NDIA. A good provider will not ask for extra setup fees if you move your service to them.