How to change NDIS plan manager

Can I change my NDIS plan manager?

When should you change your NDIS plan manager?

There may be several signs or situations that may indicate it’s time to consider changing your NDIS plan manager. These signs could include issues such as lack of communication, financial discrepancies, unmet expectations, or a desire for a more personalised approach. Let’s explore some of the reasons you may consider changing your plan manager or canceling plan management services as per the service agreement.

Unsatisfactory service: If you are unhappy with the quality of service provided by your current plan manager, such as delayed payments, lack of responsiveness, or errors in managing your funds, it may be time to seek a new plan manager.

Lack of expertise: Your needs and circumstances are likely to change as you grow with your plan, and you may need a plan manager with expertise in a specific area, such as complex disability needs, financial management, or service coordination. If your current plan manager lacks the skills or knowledge in these areas, it might be time for a change.

Limited flexibility: Some participants prefer greater flexibility and choice in how their funds are managed. If your current plan manager limits your options or doesn’t offer the level of control you need, you might want to explore other plan management options.

Relocation: If you move to a different location, you may want to consider switching to a plan manager who is more accessible to you and familiar with the local area, resources and service providers. A local area coordinator can help you get the most out of your plan and discuss options that may suit your needs during the relocation process.

Change in circumstances: Significant life changes, such as getting married, starting a family, or experiencing a change in your disability-related needs, may warrant a reassessment of your plan management to ensure it aligns with your current situation.

Financial concerns: If you have concerns about fees or costs associated with your current plan manager and believe you can access more cost-effective options, it may be worthwhile to explore other plan managers. Switching to a new provider will not affect your plan funds, as the new provider will be paid through funding in the plan.

Personal preferences: Your relationship with your plan manager is important. If you feel uncomfortable or find it challenging to communicate effectively with your current plan manager, you may consider switching to someone with whom you have a better rapport.

Desire for self-management: If you initially had a plan manager to help you manage your plan but now feel confident enough to manage your plan independently, you can transition to self-management or explore other plan management options that align with your evolving preferences. Your current plan manager can help you with the transition and even start with a small portion of self-management and grow your independence over time.

How do I change my plan manager?

Before changing your NDIS plan manager, make sure you consider your specific circumstances and needs. Take your goals into account and evaluate whether your current plan manager can help you to reach them. You can seek out support coordinators to help you evaluate your plan management needs and facilitate the transition process.

Step 1: Assess your needs

First of all, determine your needs and consider what you are looking for in a new plan manager. Start by looking into your current experiences: Are your needs being met? What improvements are you looking for? Consider things such as the level of support, communication effectiveness, ease of accessing services, and the plan manager’s ability to handle finances efficiently.

Step 2: Research new plan managers

Research and find a new NDIS plan manager that aligns with these needs. Make sure you do extensive research, seek recommendations from others in the NDIS network and contact local disability organisations for referrals.

Step 3: Initiate contact

Reach out to your new chosen plan manager, express your interest in working with them and make sure you set clear expectations. They will guide you through the onboarding process and may require certain documentation such as your NDIS plan.

Step 4: Notify your current plan manager

Inform your current plan manager of your decision to change. They will be the ones to process the cancellation. You will likely have an agreement with them that includes a 15 or 30 day notification period before the change over can be finalised. They can guide you through the process and provide you with any required information and documentation.

Step 5: Update NDIA

Contact the National Disability Insurance Agency (NDIA) to inform them of your intention to change plan managers. You can do this by calling the NDIS Contact Centre on 1800 800 110 or by sending a written request.

Step 6: Help manage the transition

During the transition period, both your old and new plan managers will work together to ensure a seamless transfer of your NDIS plan management. This ensures that your support and payments are not interrupted.

Step 7: Inform service providers

Inform your service providers about your change in plan management so that they know where to send their invoices. Any outstanding invoices after the transition will be the responsibility of your new plan manager.

When you inform your service providers about your change in plan management, it’s crucial to ensure they know where to send their invoices. Here’s an example email template you can use to notify them:

Subject: Change of Plan Manager

Dear [Service Provider’s Name],

I am writing to inform you of a change in the management of my NDIS plan. Effective from 2024, [New Plan Manager’s Name] will be taking over as my new NDIS plan manager.

Please update on your records and direct all future invoices for services rendered to me to the following address:

• • [New Plan Manager’s Name]
  • [New Plan Manager’s Address]
  • [New Plan Manager’s Email]
  • [New Plan Manager’s Phone Number]

Thank you for your attention to this matter and for your continued support. Please feel free to reach out to my new plan manager directly if you have any questions or need further clarification.

Kind regards,

[Your Name]
[Your Contact Information]

Can I change from plan managed to self-managed?

If you feel competent to take full responsibility of managing your plan, then there is the option to change from plan managed to self-managed. Self-management gives you complete control over your NDIS funds, you manage the finances, including paying providers directly and keeping track of your spending.

The option to self-manage your NDIS plan provides you with greater flexibility to choose any provider, even those not registered with the NDIS, and negotiate costs or services that fit your needs. However, taking on this does require a higher level of administrative responsibility and financial management skills.

To self-manage your plan successfully you will need to:

• Stay organised – Keep detailed records of all transactions and maintain an up-to-date budget.
• Use technology – Leverage budgeting tools and apps to track your spending and plan your expenses.
• Seek support – If you haven’t already, you can hire a support coordinator to help you navigate your choices and manage your plan.
• Stay informed – Keep up to date with NDIS policies and guidelines to ensure compliance and make the most of your plan.

The NDIS offers various resources to help with your transition to self-management, including workshops, online resources, and one-on-one support sessions. It’s also beneficial to connect with other self-managing participants through forums or local networks to share experiences and tips.

Remember, you can always make the transition to a self-managed plan slowly. If you want to take on some of the responsibilities yourself and slowly work your way up to fully self-managed, your current plan manager can help you with the transition. If you want to learn more about the difference between self-managed and plan managed funding, we’ve compared the two options to help you make a decision that best suits you.

How to switch NDIS plan managers with Maple

If you’re seeking a new plan manager in your area, Maple is here to provide the plan management services, expertise, and support you need. With extensive knowledge and experience in NDIS plan management, Maple stands out as an industry leader, dedicated to helping our clients achieve their personal and lifestyle goals.

Why choose Maple?

• Local expertise and accessibility: We understand the importance of having a plan manager who is not only proficient but also locally accessible. Maple’s team is deeply rooted in the community and we understand the unique dynamics across specific Australian regions.
• Comprehensive knowledge and industry leadership: Our wealth of knowledge in NDIS plan management means we can offer insights and solutions tailored to your needs. We are well equipped to navigate the complexities of the NDIS, stay ahead of the curve and ensure you maximise the benefits of your plan.
• Connecting you to the best services: One of our key strengths is our ability to connect you to a wide range of services and our established relationships with various local and national providers gives you more access and potentially better services.
• Flexible and personalised plan management: We offer flexible plan management options that cater to your desired level of involvement. Our goal is to empower you with the freedom to decide how much control you want, while providing you with the necessary support to manage your plan effectively.
• Dedicated and supportive team: Our team is dedicated to providing exceptional service to our clients. We are here to answer your questions, offer guidance and support you every step of the way in your NDIS journey.

Remember that changing your plan manager is a process that should be undertaken thoughtfully. Effective communication with both your current and future plan managers is key to ensuring a smooth transition and ongoing management of your NDIS plan.

Maple Services is here to help you during the transition to a new plan manager. We can also assist in finding compatible plan managers, managing the transition process, and advocating for your needs.