Switch Your NDIS Plan Manager Fast: Your 48-Hour Action Checklist

Before you do anything, you must confirm your current plan management arrangement. Log into the myNDIS portal or check your latest plan document. Look for the line that says 'How your plan is managed'. It will state either: Agency Managed, Plan Managed, or Self-Managed.

If you are currently Plan Managed and want to switch to a new plan manager, you can do this without a full plan review. This is called a 'change of circumstances' request.

Next, identify exactly which funding components you want your new plan manager to handle. You can switch all plan management to a new provider, or just parts of it. For example, you might want them to manage your Core supports but keep Capacity Building supports agency managed. Be clear on this before you proceed, as it affects your request.

Key takeaway: You have the right to choose who manages your NDIS funds. Switching plan managers does not change your plan's goals, budget, or end date.