Switch Your NDIS Plan Manager in 10 Minutes (Instant Action Plan)

Your first step is to understand your current situation. Log into your myGov account linked to the NDIS or check your latest plan document. Confirm if you are currently using agency management, plan management, or self-management. This is crucial.

Next, check if any supports are 'locked in'. Some service bookings, especially for assistive technology or home modifications, may have specific payment arrangements with your current plan manager. Contact them to ask if there are any ongoing commitments.

While you're at it, gather the minimum documents you'll need for the switch. This includes:

• Your NDIS number (from your plan).
• A recent invoice or statement from a current provider (to confirm your details).
• Your bank account details (BSB and Account Number) if you want payments directed there.
• Your preferred contact details (email and phone number).

Having these ready will save you time when you make the formal request.