Switch NDIS Plan Managers in 10 Minutes: Your Immediate Action Guide

Switching plan managers is your right as an NDIS participant, and you can start the process right now. First, do these quick checks to confirm you're ready:

1. Check your plan management type: Look at your NDIS plan document. It must say "Plan Managed" (not "Agency Managed" or "Self Managed").
2. Check your current manager: Note their name and contact details.
3. Check service bookings:
Review any current service bookings in your myplace portal. These will need to be transferred.
4. Understand affected funding: Plan management typically covers all your Core, Capacity Building, and Capital supports. Your new manager will handle all these categories.

Important: You don't need to wait until your plan review to switch. You can change plan managers anytime. The process begins with you contacting a new plan manager, not with notifying your current one first.

Gather these three documents now: your NDIS plan (or your NDIS number), a photo ID, and your bank details for any reimbursements. That's all you need to start.