Emergency Switch: Change NDIS Plan Managers in a Week

When your supports are at risk due to processing delays, you need to act swiftly but carefully. Follow this exact order to minimise disruption to your services.

1. Day 1: Gather Your Documents
   Collect your current NDIS plan, your participant consent form (you can sign this electronically), and a list of all your current support providers with their details. You'll also need your bank account details for any unspent funds that need transferring.
2. Day 2: Contact Your New Plan Manager
   Before you do anything else, confirm with your chosen new plan manager that they can take you on immediately and process your existing supports. Get their Service Agreement ready to sign.
3. Day 3: Notify Your Current Plan Manager
   Send a clear written notice (email is best) that you're switching. Use our script template below to request essential information about outstanding invoices and their last processing date.
4. Day 4: Sign & Submit Authorities
   Sign the new Service Agreement and submit your NDIS change of plan manager request through the myplace portal or to the NDIA directly. Provide written consent to both plan managers for the transition.
5. Day 5: Confirm with Providers
   Contact all your support providers to give them the new plan manager's details and confirm they can start invoicing the new service immediately.
6. Days 6-7: Monitor First Payments
   Follow up with your new plan manager to confirm they've received your file and can process the next round of invoices.

Remember: You have the right to change plan managers at any time without giving a reason under the NDIS Act 2013.