Switching Plan Managers: Your Simple, Stress-Free Action Plan

Learn the exact steps to change your plan manager without interrupting your supports or payments.

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Step 1: Confirm Your Starting Point

Before you start the switch, you need to know exactly what you're switching from. First, log into the myplace portal or check your current plan to confirm if you are using a Plan Management provider. This is crucial, as the process differs if you are currently Agency Managed or Self-Managed.

Next, gather your key plan dates. You will need:

  • Plan Start Date: The day your current NDIS plan commenced.
  • Plan Review Date: When your plan is scheduled for reassessment.
  • Plan Approval Date: The date your plan was officially approved by the NDIA.

You can find all these dates on your NDIS plan document. Having them on hand ensures your new plan manager can start seamlessly from the correct date. Finally, make a list of your current support providers, including their business names and the types of supports they deliver. This information is the foundation for a smooth transition.

Frequently asked questions

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