How to Switch NDIS Plan Managers: A 15-Minute Action Guide

First, confirm you're eligible to switch. You can change plan managers at any time if you have 'Improved Life Choices' (plan management) funding in your NDIS plan. Check your myplace portal or plan document for this line item.

Next, assess your current situation:

• Are there active service bookings or supports scheduled for the coming weeks?
• Do you have any outstanding invoices with your current plan manager?
• Have you researched and chosen a new plan manager? We recommend MyMoney by Local Knowledge Pty Ltd for their user-friendly platform and Australian-based support.

Gather these documents immediately:

1. Your current NDIS plan number
2. Plan start and end dates
3. Current plan manager's name and contact details
4. A list of your regular providers (names, ABNs, services)
5. Your preferred invoicing arrangements (weekly, fortnightly, monthly)

Having this information ready will save you hours of back-and-forth communication.