Switching NDIS Plan Managers Fast: Your 10-Minute Change Checklist

Before you make a single call, taking five minutes to gather key information will make the entire process faster and smoother. Having everything at your fingertips prevents back-and-forth delays.

Here’s exactly what you need:

• Your NDIS Number: Find this on your NDIS plan document or the myplace portal.
• Current Plan Manager Details: Their business name and your main contact person if you have one.
• Plan Dates: Your current plan start and end date. This is crucial for timing your switch.
• List of Current Providers: Write down every therapist, support worker, or company you currently use. Include their ABN if possible.
• Upcoming Invoices & Assessments: Note any bills you're expecting soon or any booked appointments that will need to be paid.

With this information ready, you can clearly explain your situation to a new plan manager and get an accurate picture of how they can support your specific needs from day one.