Switching plan managers is simple! Here’s how to do it:

1. Let your current plan manager know in writing
   Send them an email letting them know you’d like to end their services. You can use a simple template like:
   “Hi [Plan Manager], I’d like to end my plan management services with you. Please confirm my plan release date.”
   They’ll reply with your release date. That’s when your new plan manager can start.
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2. Contact your new plan manager to sign up
   Once you’ve chosen your new provider, they’ll help you complete a few forms and confirm your start date.
   If you’re joining Provider Choice, we’ll walk you through every step and make the process smooth and stress-free.
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3. (PACE only) Call the NDIA to ‘endorse’ your new plan manager
   This step only applies if your plan is in the new PACE system.
   Provider Choice is PACE-ready, so we’ll help you check if this applies to you and explain exactly what to do.

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