How to Switch NDIS Plan Managers (Without Losing Your Claims)
Switching NDIS plan manager: how to switch without losing your claims — the steps, notice periods, records handover, and avoiding a gap in support.
If your plan manager is slow, hard to reach, or just not the right fit, you're allowed to switch — and you don't have to wait for a plan reassessment to do it. The key is handling the change cleanly so no invoices fall through the cracks. This guide walks through the steps, notice periods, records, and how to avoid any gap in your support.
You can switch whenever you like
Choose your new plan manager first
The steps to switch cleanly
Notice periods and timing
Records and handover
Tell your providers
Avoiding a gap in support
Where this fits with your other choices
Frequently asked questions
Can I switch plan managers whenever I want?
Yes. You can change your plan manager at any time during your plan, without waiting for a reassessment or asking the NDIA's permission. Your funding stays in your plan and only who administers it changes, so your budgets and supports continue uninterrupted.
Will I lose my claims or funding if I switch?
No. Switching is an administrative handover — your funding, budgets, and claims history stay with your plan. The key is making sure outstanding invoices are finalised at the changeover and providers get the new details, so nothing slips between the old and new managers.
How much notice do I need to give my plan manager?
It's set by your service agreement, often around a couple of weeks. Give notice in writing so there's a clear record, and line up your new plan manager first. A short overlap between the two is much safer than leaving any gap.
How do I avoid a gap when switching?
Choose and sign up your new plan manager before ending the old one, agree a changeover date, have the old manager clear outstanding invoices, and tell every provider the new invoicing details. Because your funding stays put, your support keeps running as long as the handover is clean.
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