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How to get plan management?

The choice to use a plan manager is all yours

Do you love the idea of using a plan manager?

Great, there are a few ways you can get plan management included in your NDIS plan.

We’ve detailed each of these options for you below.

Asking for plan management

At your planning or review meeting

It’s a good idea to have a think about your plan management options before your NDIS planning meeting as you may be asked how you want to look after the money in your plan.

If using a registered plan manager is the right option for you, simply advise the NDIS Planner or Local Area Coordinator (LAC) of your request to use plan management or have ‘Improved Life Choices’ included in your plan.

If you’re not asked; say what you want, or you can use this letter to help explain.

Change while your plan is active

If you already have a plan in place, but you are currently self-managed or agency managed, don’t worry, you can ask to change without having to start at the beginning.

You can request a ‘Light Touch Review’. This review is for administrative changes that you need, such as changing over to plan management.

You can do it over the phone and should only take couple of weeks to approve if all is in order.

To request a change to your plan you can:

Need a plan manager?

Have the freedom to make all the choices without the hassle of managing the paperwork – leaving you more time to live the life you want!

NDIS PLAN MANAGEMENT

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