What sort of paperwork does the NDIS planner need?

Bring the evidence that shows your support needs. Depending on your situation, that can include:

  • Diagnosis reports from specialists.
  • Occupational therapy, speech pathology and other allied health reports.
  • Mental health reports.
  • Care needs assessments.
  • Medication charts.
  • Home modification assessments.
  • Quotes for assistive technology or equipment you're seeking, plus reports supporting why you need them.

The theme across all of it: documents that show not just your diagnosis, but how your disability affects your daily life and what support makes the difference.

Two useful tips: you can bring a completed Plan Ready Summary from our free preplanning tool and you can submit extra documents after the meeting too so don't panic if a report isn't ready on the day.