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How do I get plan management in my NDIS plan?

Getting set up for plan management is easy – you just need to ask your NDIA planner or local area coordinator (LAC) to set up your plan as “plan managed” and include “Improved Life Choices” in your budget at your initial planning meeting or review meeting. If your plan has already started you can contact the NDIS to ask for a soft touch review.

Getting your first NDIS plan

This is the perfect time to learn about plan management and how it can help you once you have your plan. Here are some tips for getting your NDIS plan if you haven’t applied for the NDIS yet.

Once you start the planning process you’ll need to do some preparation – My Plan Manager’s budget calculator can help you to work out how much funding you may need. When you attend your planning meeting with your NDIA planner or LAC to have plan management included in your plan all you need to do is ask. Plan management is free to you and your planner will include ‘Improved Life Choices’ in your plan to cover our fees.

Getting ready for your next plan

Your current plan is about to finish and you now have to reflect on what went well in your last plan and what you might like to change. You might want to consider what providers you want to use in next plan to achieve your goals. Being plan-managed will give you access all providers and business across Australia. If you want to be plan managed simply ask your planner or LAC to include “Improved Life Choices” in your budget.

Part way through a plan

Have an NDIS plan that is agency or self managed?

If you’re mid-way through your plan and you’re agency or self managed but want to make the switch to plan management, you will have to contact your planner or LAC and request they do a ‘soft touch’ review to add plan management.

Learn how to do this quickly during COVID-19.

Already have an NDIS plan with Plan Management included?

If financial management is included in your NDIS plan (listed as Improved Life Choices or Choice and Control) you can go ahead and sign up with a plan manager. My Plan Manager offers quick and easy online sign-up. You’ll need to fill in all your details, then read and accept our Service Agreement. You can also sign up over the phone with one of our Welcome team members. It’s really helpful if you can give us a copy of your NDIS Plan so we can make sure your budget allocations are right when we set up your account.

Transferring from another plan manager?

If you are transferring from another plan manager during the dates of the current plan, there are some steps you need to take first:

1. Contact the NDIA on 1800 800 110 to advise them that you want to transfer your plan management to My Plan Manager.

2. Contact your current plan manager and ask them to cancel their service booking and reduce their available funds to zero.

Then, to sign up with My Plan Manager: Call us and we’ll get you set up over the phone or quickly and easily register online.

My Plan Manager is the most experienced NDIS plan manager, with a dedicated, friendly team. Plan management is all we do. We are independent and 100% focused on working with you to unlock your plan’s potential. We offer fast invoice payment, expert budget advice and online budget tracking. You can even pay for some services on the spot with My Plan Manager’s virtual credit card.

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