How to Switch NDIS Plan Managers in Under 30 Days

A simple, step-by-step guide for mid-plan changes or preparing for your next plan review

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Your Right to Choose and Getting Started

A core principle of the NDIS is choice and control. This includes your right to choose who manages your NDIS funding. If your current plan manager isn't meeting your needs, you can switch at any time. You don't need a reason, and you don't need to wait for your plan review.

The process is straightforward, but starting with the right information makes it smoother. First, confirm your current plan type. You can check your myGov NDIS portal or your latest plan document. You need to know if you are on Plan Management, Agency Management, or Self-Managed. This guide is for switching from one plan manager to another.

Next, gather your key details. You will need:

  • Your NDIS number
  • A copy of your current NDIS plan (the 'My NDIS Plan' document)
  • The business name and contact details of your current plan manager
  • The business name and NDIS provider number of your new chosen plan manager
Having this information ready will save you time during the formal request.

Frequently asked questions

Still have questions?

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