Steps to take when your NDIS plan changes or you transition to a new plan manager

TABLE OF CONTENTS

• For Plan-Managed Participants
• For Self-Managed Participants
• Additional Support and Information

If you are an NDIS participant and your plan is changing or you are transitioning to a new plan manager, it is essential to follow the appropriate steps to ensure a smooth and uninterrupted process. The requirements and recommended actions will vary depending on how your NDIS funding is managed. Below are tailored guidelines for both plan-managed and self-managed participants.

For Plan-Managed Participants

If your NDIS funding is managed by a registered plan manager, your first step should be to contact your current plan manager to notify them of the upcoming change. Your plan manager plays a crucial role in supporting you through this transition and can assist with the necessary administrative and procedural updates.

This may include:

• Coordinating the transfer of financial and service records to the new plan manager.

• Ensuring that any current service agreements or invoices are finalised before the transition.

• Advising on the timeline and steps required to facilitate a smooth handover.

Maintaining open and consistent communication with your current and prospective plan managers is critical. This will help prevent disruptions in service delivery and ensure that your supports continue seamlessly throughout the transition period.

For Self-Managed Participants

If you are managing your NDIS funding independently, the responsibility for initiating and managing changes to your plan lies with you. In this case, it is important to contact the National Disability Insurance Agency (NDIA) directly to discuss your intended changes.

The NDIA can provide guidance and support through their dedicated contact services. You can reach them via the following channels:

• Phone: Call the National Contact Centre on 1800 800 110 for assistance.

• Email: Send your enquiry to enquiries@ndis.gov.au.

• Web Chat: Use the live chat function available on the NDIS website for real-time support.
  
  

Before contacting the NDIA, it is advisable to prepare any relevant documentation related to your current plan, as well as clear information about the changes you wish to make. This will help facilitate an efficient discussion and ensure that your request is actioned promptly.

Additional Support and Information

To remain informed about the latest policies and procedures around plan management, including the process of changing or appointing a new plan manager, participants are encouraged to visit the official NDIS website. Here, you can access comprehensive resources, updates, and contact information to assist with managing your plan effectively.

Visit: NDIS Plan Management Changes

By following the appropriate steps and maintaining proactive communication with the relevant parties, you can ensure the continuity of your supports and a smooth transition during any changes to your NDIS plan.

If you require assistance during this process, do not hesitate to seek advice from your current plan manager or the NDIA directly.

If you have any confusion, feel free to contact us via care@getblys.com or +61 02 5944 3897.