Change NDIS Plan Managers

How do I get NDIS Plan Management?

If you think that Plan Management is right for you, there are a number of ways that you can go about having this service included in your NDIS plan.

Whether it’s prior to your plan being set up, during a plan or you wish to change plan managers we have explained these options below to help get your started!

There are a number of ways your NDIS plan funds can be managed, and you can have all or part of your plan managed in any of the ways listed below:

  • Agency Managed: The National Disability Insurance Agency (NDIA) manages your NDIS funds. The NDIS will pay registered providers and services on behalf of the participant.
  • Self Managed: YOU or your plan nominee manages your NDIS funds. This means that you (or your plan nominee) will be reimbursed by the NDIS for any funds paid directly for your NDIS support and services.
  • Plan Managed: The plan management provider of your choice will assist you in managing your NDIS plan funds. The plan manager receives the funds from your plan via the NDIA which is then used to fund the services you receive.
 

Ask yourself, would I prefer a plan manager assist me with managing my NDIS funds?

 

How to get plan management?

 

You can request plan management at ANY stage during your NDIS journey, and we have covered how to do this at these these stages:

  1. Just starting out with NDIS, before you get funding? Request Plan Management at your Planning Meeting
  2. Already a participant, but don’t have plan management? Request a Plan review during your plan period
  3. Already have a plan manager but not happy? Consider changing Plan Managers
Request at your planning meeting

Before your initial NDIA meeting, you might want to think about how you’d like your funding to be managed – whether it’s Self, Agency of Plan Managed – this is something your Planner or LAC will ask at your meeting.

If using a registered Plan Manager is the right option for you, you can either:

  1. Discuss this with your NDIS planner or LAC DURING your meeting and and request ‘Improved Life Choices’ included in your NDIS plan
  2. Download and send our Request for Plan Management form to provide to your NDIS Planner or Local Area Coordinator (LAC) prior to your initial meeting
Request a light touch plan review

If your plan has already begun and you do not have the option for plan management or ‘Improved Life Choices’, your plan will either be self or agency managed.

If you wish to have this changed, simply follow the steps below:

  1. Contact the NDIS on 1800 800 110 and request a Light touch Plan Review of your plan, advising you would like to switch the financial management of your plan to Plan Managed.
  2. You can also submit the following Request for Plan Management form which outlines what line items are required for Plan Management.
 

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
 
Changing plan managers

If your plan is already being managed by another provider, and you wish to change you will can do so any stage in three simple steps:
nYou will first need to:n1. Contact the NDIA on 1800 800 110 to advise them 2. Request your current/previous plan manager cancels their service bookings and reduce their available funds to zero matter what stage you are at, you should always be given the option to implement Plan Management into your NDIS planning. Ensure you discuss this with your LAC, NDIS Planner or Support Coordinator if you have any concerns!

If you wish to have this changed, simply follow the steps below:

  1. Contact your current plan manager to request cancellation of their supports. Most plan managers have a 28-30 day cancellation period, however you can discuss waiving this period at their discretion.
  2. Let your knew plan manager know that you are changing over
  3. Contact the NDIS to let them know you have changed plan managers, and provider the new plan managers details so this can be updated on your NDIS portal
  4. Wait until your funds are released and you can start support with your new plan manager

Want an amazing plan manager like Plan Hero?

Follow these steps

Plan Hero Plan Managers

A plan manager that knows your name

Endorse Us:
Plan Hero Pty Ltd
Provider#: 4050079575
ABN: 43 641 197 659

Quick Link

Areas we service

Get in touch

1300 599 770

602/180 Ocean St
Edgecliff NSW 2027

Plan Hero is a member of Disability Intermediaries Australia

Facebook Instagram

Copyright © 2025 Plan Hero Plan Management. Powered by Plan Hero Plan Management.

Scroll to Top