How to Switch Your NDIS Plan Manager
You can switch plan managers at any time — no lock-in, no cancellation fee, no impact on your NDIS funding. This includes switching mid-plan, without waiting for your next plan review.
Last reviewed: May 2026
How to switch plan managers — 6 steps
Knowing the sequence helps you move quickly and avoid delays. Your new plan manager guides you through most of it.
Choose your new plan manager
Before giving notice to your current provider, confirm who you are moving to. Compare plan managers before switching to explore review snapshots, contact options, apps and invoice-approval features. Shortlist two or three options and contact your preferred provider first to confirm they are taking new clients in your area — this avoids a gap where you have left your current plan manager but your new one is not yet set up.
Sign a service agreement with your new plan manager
Once you have chosen your new provider, sign a service agreement covering how they will work with you, their fees (funded by the NDIA — not you), and the agreed start date. Check the notice period clause carefully — it is the period you will be expected to give if you later switch again. Once signed, your new plan manager takes the lead on the remaining steps.
Tell your current plan manager
Check your existing service agreement for the required notice period. State your intended end date and ask for a final list of outstanding invoices. Keep a record of when you told them. If you cannot find your service agreement, contact your current plan manager and ask. You can change your plan manager at any time during your plan; tell your current plan manager before you make the change, and check your service agreement for any notice period.
Record your new plan manager as your my provider
All plan managers must be recorded as a my provider to be paid. You can do this in the my NDIS participant portal, by telling the NDIA at a plan meeting, or by calling 1800 800 110. Your new plan manager can also send you a new relationship request through the portal, which you can accept or decline under the 'relationships' tab.
Check the relationship in the portal
In the my NDIS participant portal you can see your provider relationships and choose what information each provider can access. Ask your current plan manager to finish processing invoices submitted up to your change date, and ask your new plan manager when it will start.
Tell your providers and check your budgets
Let your providers, including support workers and therapists, know who your new plan manager is so they send their invoices there. You can check your NDIS funding balance at any time in the my NDIS participant portal or app, and your plan manager should give you a monthly report.
What to do if your current plan manager won't cooperate
Participants cannot be held against their will. The NDIS Pricing Arrangements and Price Limits do not set a mandatory notice period — a notice period governs the administrative tidiness of the exit, not your right to leave. The most common cause of delays is poor communication, not deliberate obstruction. Setting clear written expectations at the start prevents most issues.
If a plan manager is actively obstructing your right to switch, contact the NDIS Quality and Safeguards Commission on 1800 035 544. In practice, most disputes are resolved before this step is needed.
- Put all communication in writing — email only, no phone calls without a written follow-up
- Request a list of outstanding invoices and expected processing dates in writing
- Set a firm transition date — state it explicitly and confirm what invoices are processed by whom
- If a notice period longer than 4 weeks is demanded, ask for the specific clause in your service agreement
- Contact the NDIS Quality and Safeguards Commission on 1800 035 544 if obstruction continues
What happens to pending invoices during the switch
Your current plan manager remains responsible for any invoice submitted before the agreed transition date. Your new plan manager handles all invoices from that date onwards. Budget funds do not disappear during a switch — only who is authorised to process claims against your plan changes.
If an invoice falls through the gap — submitted to the wrong provider or after the transition date to your old provider — contact both plan managers. In most cases it is resolved by redirecting the invoice to the correct provider. For a full understanding of how invoices are processed, read our guide to what NDIS plan management is and how it works.
- Ask providers to submit outstanding invoices to your current plan manager at least one week before the transition date
- From the transition date, all new invoices go to your new plan manager
- Pass your new plan manager's invoicing details to every provider as soon as the switch is confirmed
- Your new plan manager will typically provide a one-page instruction sheet you can forward to providers
- Log into your new portal after the switch and confirm all budget balances are visible and accurate
Common questions, plainly answered.
If your question isn't here, talk to our team or browse the blog.
How long does it take to switch NDIS plan managers?
This includes serving your notice period with your current provider, recording your new plan manager as your my provider, and notifying your service providers of the new invoicing details. If your current service agreement has a short notice period and your new plan manager moves quickly, the switch can be completed in under a week.
Can my plan manager refuse to let me leave?
No. A plan manager cannot prevent you from switching. Your service agreement sets any notice period, and the NDIS pricing arrangements set the conditions for cancellation fees. If a plan manager is obstructing your right to switch, contact the NDIS Quality and Safeguards Commission on 1800 035 544.
What happens to my invoices during the switch?
Your current plan manager processes all invoices submitted before the agreed transition date. Your new plan manager handles all invoices from the transition date onwards. Ask your providers to submit outstanding invoices to your current plan manager at least a week before the transition date, then send all future invoices to your new provider from the transition date. Budget funds are not affected by the switch.
Do I need to notify the NDIA myself?
You can record your new plan manager as your my provider yourself in the my NDIS participant portal, at a plan meeting, or by calling 1800 800 110. Your new plan manager can also send you a relationship request in the portal for you to accept.
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