Participant Claim Form (self-managed)

Claim payment from your NDIS budget when you self-manage and can’t use the app or portal.

Who fills it in

A self-managing participant, or the child representative, plan nominee or authorised person who manages the plan’s funding.

When you’d use it

When you’ve paid a provider (or been invoiced) and want to claim the money back from your plan, and you can’t use the my NDIS app or myplace portal.

How to submit it

Most people claim through the my NDIS app or myplace portal and are reimbursed to their bank account, usually within a couple of business days. Use this paper form only if you can’t claim online.

What the Participant Claim Form (self-managed) is

The Participant Claim Form (self-managed) is the document you use to claim payment from your NDIS budget when you are self-managing some or all of your plan. It is the paper-based way to tell the NDIA which support you paid for, how much it cost and which part of your plan the money should come from.

Most self-managers do not need the paper form day to day. It exists as a fallback for the times when claiming online is not possible, so you still have a clear, official route to get your NDIS money back into your bank account.

What it does

The form lets you request reimbursement (or payment) for supports you have already arranged and paid for yourself. You record the details of each claim and match it to the correct support budget in your plan, for example Core, Capacity Building or Capital, so the money is drawn from the right place.

When you claim online through the my NDIS app or the myplace portal, the amount is usually paid to your nominated bank account within a couple of business days. The paper form follows the same idea, giving the NDIA the information it needs to process and pay your claim.

Who needs to use it

It is for people who self-manage their NDIS funding. That may be the participant themselves, or the person who manages the funding on their behalf, such as a child representative, a plan nominee, or another authorised person.

If your plan is agency-managed or plan-managed, you generally will not use this form, because the NDIA or your plan manager pays your providers directly. The claim form is specifically for the self-managed part of a plan.

When and how to use it

Use it after you have received and paid for an eligible support, and when you cannot claim through the my NDIS app or myplace portal, for example if you are having trouble accessing your account online. Always claim against the correct support budget and only for supports that align with your plan.

Keep every invoice and receipt, as you may need to provide them or be asked about a claim later. Complete the form with the support details and amounts, submit it to the NDIA as directed, and keep your own copy for your records.

About the Participant Claim Form (self-managed)

How do most self-managers claim their NDIS payments?
Most self-managers claim online through the my NDIS app or the myplace portal. You enter your claim, and the amount is usually reimbursed to your nominated bank account within a couple of business days. The paper Participant Claim Form is a fallback for when you cannot claim online, so most people rarely need it.
Do I need to keep my invoices and receipts?
Yes. Keep every invoice and receipt for supports you claim. They are your proof that the money was spent on eligible supports in line with your plan. You may be asked to provide them or answer questions about a claim later, so store them safely and keep your own copy of anything you submit.
Who can use the self-managed claim form?
It is for people who self-manage their NDIS funding. That includes the participant, or a person who manages the funding for them, such as a child representative, plan nominee or other authorised person. If your plan is agency-managed or plan-managed, you generally will not use it, because providers are paid directly.
How long does reimbursement usually take?
When you claim online through the my NDIS app or myplace portal, reimbursement to your nominated bank account usually takes a couple of business days. Paper claims can take longer to process. To avoid delays, make sure your bank details are current and that each claim is matched to the correct support budget in your plan.
What does claiming against the correct support budget mean?
Your plan is divided into support budgets, such as Core, Capacity Building and Capital. Claiming against the correct budget means drawing the money from the part of your plan that matches the support you bought. This keeps your spending aligned with your plan and helps your funding last across the areas you need it for.

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Official NDIS sources

Novida is an independent directory, not the NDIA. We explain each form in plain English and link you to the official copy — always download and submit the current version from the official website, as forms are updated from time to time.