How to switch plan managers?

1. Let your current plan manager know in writing.

Send an email to your plan manager saying you’d like to stop using them.You can copy and paste this email template to tell them. Have them tellyou when your release date is.

2. Contact your new plan manager to sign up.

There’ll be a few forms for you to sign and a notice period, but if you’rejoining Provider Choice, we’ll guide you step by step through the entire journey.

3. Call the NDIA to ‘endorse’ your plan manager (NEW - PACE only)

This only applies to some participants who are in the new NDIS PACEsystem. We’re a PACE ready plan manager, so we can help you knowwhat to do. Not sure if you’re in PACE? Speak to our team.