Easy to use guide
How to change your NDIS plan manager
Updated 30 October 2026
Yes, you can change your NDIS plan manager at any time during your plan.
You don’t need to wait for a plan reassessment, and you don’t need to give a reason. Switching doesn’t change your NDIS funding, and you can keep all your current support workers and therapists.
Switching takes 5 simple steps, and your new plan manager can help you with most of them.
Whether you want a plan manager who answers the phone, clearer budget information or faster invoice processing, you can choose one that suits you better.
If you currently self-manage, see our guide to changing from self-managed to plan-managed funding. That’s a different process.
Want help with the switch? Talk to a Plan Hero plan manager or call 1300 599 770.
Jump to the switching steps, email templates, frequently asked questions or joining Plan Hero.
How do I change my NDIS plan manager? The five steps
- Choose your new plan manager.
- Give notice to your current plan manager.
- Tell the NDIS about your new plan manager.
- Hand over unpaid invoices and update your providers.
- Confirm the switch is complete.
Step 1: Choose your new plan manager
Compare the service, not just the promises. Before you sign up, ask:
- How quickly will I reach a person when I call or email?
- Will I deal with the same small team, or a call centre?
- How fast do you process invoices?
- How can I track my budget and approve invoices?
- Will you help me with the handover from my old plan manager?
Read the new service agreement before you sign it.
To switch to Plan Hero, complete our registration form and tell us you already have a plan manager. We’ll help you with the next steps.
Step 2: Give notice to your current plan manager
Check your current service agreement for the notice period. It varies between plan managers, so look for the number of days.
Email your current plan manager with your name, NDIS number and the date you want their service to end. Ask them to confirm the end date and list any unpaid invoices. Use our email template to make it easy.
If you want to leave sooner than your notice period, ask. Just get the new date confirmed in writing.
Step 3: Tell the NDIS about your new plan manager
Your new plan manager must be recorded as your “my provider” in your NDIS plan so they can be paid. This is often called endorsing your plan manager.
You can do this in one of three ways:
- Accept the request your new plan manager sends you in the my NDIS portal or app.
- Ask your my NDIS contact.
- Call the NDIS on 1800 800 110.
Tell the NDIS you are replacing your current plan manager, so the old one is removed.
If you have chosen Plan Hero, you’ll need our details:
- Provider name: Plan Hero Pty Ltd trading as Plan Hero
- NDIS provider number: 4050079575
- ABN: 43 641 197 659
Still on an older plan? If you use the old myplace portal rather than my NDIS, your plan uses service bookings instead. Ask both plan managers to end the old booking and set up the new one. If you’re not sure which system your plan uses, ask the NDIS or your new plan manager.
Step 4: Hand over unpaid invoices and update your providers
Make a list of any unpaid invoices and reimbursements, including the provider, invoice number and dates.
Once the switch is done, your old plan manager should send any outstanding invoices to your new plan manager. Your new plan manager can pay invoices for supports delivered before they took over.
Let your support workers and therapists know where to send invoices from the changeover date. You can use our message template.
Step 5: Confirm the switch is complete
Ask your new plan manager to confirm:
- the date their service starts
- that they are recorded with the NDIS
- where providers should send invoices
- how you can see your budget and statements
Keep a copy of your notice email and the confirmations.
Email templates to help you communicate
Click to open each template, then copy it and replace the details in [brackets].
Email to your current plan manager
Subject: Notice to end plan management services: [Your full name]
Hello [Current plan manager],
I would like to end my plan management service with you and move to [New plan manager].
My name is [Full name] and my NDIS number is [NDIS number]. I would like my final service date to be [Date], in line with our service agreement.
Please confirm you have received this notice and the final date. Please also send me an up-to-date statement and a list of any unpaid invoices, reimbursements or claims still being processed.
Please forward any outstanding invoices to my new plan manager when the change takes effect.
Thank you,
[Name]
[Participant, or nominee for participant’s name]
[Phone or email]
Only send this to your plan manager’s official email address.
Message to your support workers and therapists
From [Date], my NDIS plan manager will be [New plan manager].
Please send future invoices to [New plan manager’s invoice email].
For invoices you have already sent, please check whether they’ve been paid before resending.
Thank you!
Ready to change to Plan Hero?
Plan Hero is a small, specialist team of NDIS plan managers. When you switch to us, you get:
- No call centre: we answer your calls and emails, and never put you on hold.
- A small team who knows you: personal support from NDIS specialists who understand your plan.
- Same-day invoice processing: so your providers are paid quickly.
- Live budget tracking: see your spending any time in our portal and phone app.
- Help with the switch: we’ll guide you through every step.
Join Plan Hero or talk to our team before you switch.
You can also call 1300 599 770.
Frequently asked questions about changing NDIS plan managers
Can I change my NDIS plan manager before my plan ends?
Yes. The NDIS says you can change your plan manager at any time during your plan. You still need to follow your service agreement and arrange the handover; “at any time” does not mean every switch is completed immediately.
Do I need to explain why I am changing?
You can choose another manager because the service no longer suits you. The official switching guidance does not require a reason as a condition of choosing a different manager. Give clear notice and confirm the practical arrangements.
How long does it take to change plan managers?
There is no guaranteed transfer time for everyone. Your notice period, the required NDIS record or service-booking changes, and outstanding invoices can affect the handover. For example, if your agreement requires 30 days’ notice, allow for that unless a shorter period is agreed. Ask both managers to confirm the expected date in writing.
Will changing my plan manager affect my NDIS funding?
Switching managers is a provider change, not in itself a request to increase or reduce your approved support budgets. Plan-management funding is separate funding for that service. Your new manager should check the funding available and any commitments or unpaid invoices before taking over.
Do I have to pay to change plan managers?
Where your plan includes plan-management funding, agreed plan-management services are paid from that dedicated funding. Check your current agreement for notice and cancellation terms, and ask the new manager to explain its charges. Do not assume every proposed charge is covered without checking.
Do I need to tell the NDIS?
Yes. Make sure the NDIS plan-manager record is updated. For a plan in the new system, your new manager must be recorded as a my provider. Contact your my NDIS contact, call 1800 800 110, or accept the appropriate relationship request in the portal. Ask about ending the previous relationship too. Older myplace plans use service bookings.
What happens to unpaid invoices?
Ask the outgoing manager to forward outstanding invoices to the new manager and confirm which claims have already been paid or submitted. The current manager can process eligible claims for supports delivered before the handover. An invoice’s earlier service date does not, by itself, mean it must remain with the old manager.
Can a nominee help me switch?
Yes, an authorised nominee can help with relevant plan decisions and provider records. The NDIS will verify their authority. Being a family member or support worker does not automatically give someone authority to change the arrangement on your behalf.
What if my current plan manager is not responding?
Follow up in writing and use their complaints process. Ask your new manager for help coordinating the handover, and contact your NDIS contact if the provider record is not being updated. The NDIS says plan managers should help participants move to a new manager. Keep a record of notices and responses.
Where your plan includes plan-management funding, agreed NDIS plan-management services are paid from that dedicated funding. Check the current agreement for notice and cancellation terms, and ask the new manager to explain its charges. Do not assume every proposed charge is covered without checking.
Will the new plan-management panel change who I can choose?
The NDIS plans to launch a plan-management panel from 1 October 2027, followed by a six-month transition. From April 2028, participants will need to use a manager on that panel. These are upcoming arrangements, not a reason to wait before addressing a current service problem. Check the latest NDIS announcements for changes to the timetable.