Making the Switch is Easy
Step 2:
Please reach out to your current plan manager to inform them of your decision to terminate services as soon as possible. Once they confirm the termination date, we will be able to proceed with taking over your plan management services
Step 3:
Once your previous plan managers release your funds, we’ll complete the onboarding process. After that, you simply need to inform your service providers where to send their future invoices.
Questions regarding switching Plan Managers
No you don't, not unless you want to provide them feedback. It’s your choice to use the provider you want. There’s no need to explain or justify your decision
Not all plan managers the same and no two individuals are the same. You’ll want to find a plan manager that suits your needs and expectations depending on what’s most important to you. Fast payments, NDIS knowledge and advice, online portals, and being quick to respond to enquiries, are just some of the reasons people choose The Plan Management People
If you’ve used a plan manager in your current plan, then you already have funding for plan management. You don’t need to contact the NDIS or your LAC as there’s nothing they need to update or amend. It’s as simple as choosing a NDIS plan management provider that you want to use.
You can switch plan managers any time you like. If your current plan manager isn’t meeting your expectations, give us a call.
If you’re realising self-management or agency managed isn’t for you, or want to combine management types for parts of your plan, then you can request a ‘light touch review’ to have plan management included and funded in your NDIS plan
This depends on your current plan manager and the service agreement you have with them. Generally, there will be a notice period that will need to be served out. We will work together with your current plan manager to ensure everything goes smoothly