For many new NDIS participants, agency-managed is assigned as a default option. Whilst this option is great for some, it’s not the best option for everyone
We’ve put together a list of the top reasons why you might choose NDIS plan management over agency management and how to change if you are not happy with your current plan management supports.
- Use NDIS registered AND non-NDIS registered providers
- Get guidance and help with your spending
- Access support needed to navigate the NDIS
- Get personalised tracking and budgeting support
- It costs you NOTHING!
- At your Initial NDIS Plan meeting (before you receive your plan)
- At your NDIS Plan Review/Reassessment meeting
- During your plan
At your initial planning meeting
During your initial NDIS planning meeting you can simply request that your NDIS plan includes plan management funding. This will NOT impact any of the other funding in your plan.
You can also submit the ‘Request for plan management’ letter to your NDIS planner or LAC before, during or after this meeting.
You will need to ‘endorse’ a plan manager and let the NDIS know WHO you would like your plan manager to be in order for them to provider plan management supports.
Do you want Plan Hero Plan managers to be your NDIS plan manager?
DOWNLOAD this letter to use for your meeting
Not sure who you want as your plan manager yet?
Download our letter here and use this for your meeting
At your NDIS plan review or reassessment
During your plan review or reassessment you can discussed LAC or NDIA planner that you wish for your new plan to be plan managed. This will NOT impact any of the other funding in your plan.
You can also submit the ‘Request for plan management’ letter to your NDIS planner or LAC before, or during this meeting.
You will need to ‘endorse’ a plan manager and let the NDIS know WHO you would like your plan manager to be in order for them to provider plan management supports.
Do you want Plan Hero Plan managers to be your NDIS plan manager?
DOWNLOAD this letter to use for your meeting
Not sure who you want as your plan manager yet?
Download our letter here and use this for your meeting
During your plan
To request a change to plan management during your plan, you simply need to get in touch with the NDIS and put in a request or light touch review:
- Call the NDIS on 1800 800 110 or contact your LAC (listed on your plan)
- Let them know you would like to switch to plan management and request a Light touch Plan Review
- If approved, this change can usually take 3-4 weeks
Once you’ve completed our registration we will reach out to you within 24-48 hours to let you know what the next steps are, but keep an eye on your emails 🙂
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