When to share your NDIS plan — and with whom

Your plan is private — how to share the right parts with providers safely.

Your NDIS plan is a personal document that sets out your funding and supports. Nobody gets to see it automatically. You decide who reads it, how much of it they see, and when.

Sharing the right parts with the right people helps your plan work smoothly. This guide explains who usually needs the full plan, what to hand to individual providers, and how to protect your privacy along the way.

In this guide

Your plan is yours

Your NDIS plan is your document. It is created with you through the planning process, and it stays private unless you decide to share it. The NDIA does not hand your plan to providers, and providers cannot look it up on their own.

This puts you in control. You choose who sees it, which parts they see, and how they receive it. You might share a full copy with one person, a single page with another, and nothing at all with someone you have decided not to work with.

Sharing is often practical and helpful. The people who support you generally work better when they understand your goals and the funding available. The point is not to keep everything secret, but to share on purpose rather than by accident.

Who needs the full plan

A few people usually need to see your whole plan so they can do their jobs properly. Your plan manager handles the money side, so they need to understand your funded supports and budgets to pay invoices and keep track of spending.

Your support coordinator helps you understand your plan, find providers and put your supports in place. To do that well they need the full picture, including your goals and the funding across each part of your plan.

If you have a nominee, guardian or someone you have formally asked to act on your behalf, they may also need the full plan. Beyond these roles, most people only need part of it. Ask yourself whether a person genuinely needs the whole document to help you, or just one section.

What to share with providers

Individual providers usually only need the part of your plan that relates to the support they deliver. A therapist needs to see the relevant supports and goals for their work, not your entire plan.

Sharing only the relevant section keeps things simple and protects information that a provider does not need. It also reduces the chance of confusion about what they can and cannot claim for.

You can share a single page, a summary of the relevant supports, or details of your budget for that support type. If a provider asks for your full plan, it is fair to ask why. You are allowed to share only what is needed for them to deliver good support.

Privacy and consent

Your plan contains personal information, including details about your disability, your goals and sometimes your circumstances at home. Once you share it, that information is in someone else's hands, so it is worth pausing before you send it.

Think about whether the person needs the information, whether you trust them with it, and whether you are comfortable with them keeping a copy. If you are sharing on behalf of someone else, make sure you have their consent or the authority to do so.

Registered providers have obligations to handle your information carefully and keep it secure. Even so, you are the first line of protection. Share through secure methods where you can, avoid leaving copies where others can see them, and let people know if you would prefer they not pass your details on.

Keeping everyone on the current version

Plans change. After a reassessment or a plan variation, your funding, supports or goals may be different from before. If people are still working from an old version, mistakes can happen, such as booking supports that are no longer funded.

When your plan is updated, re-send the current version to the people who need it, such as your plan manager, support coordinator and any provider affected by the change. A quick message letting them know it has changed helps too.

You can share your plan through the my NDIS portal or by sending a copy, whichever suits you. Whichever way you choose, keep track of who has which version so everyone is working from the same, current plan.

Frequently asked questions

Does my provider automatically get to see my NDIS plan?
No. Your plan stays private unless you choose to share it. The NDIA does not send your plan to providers, and they cannot look it up themselves. You decide who sees it and which parts. This means you can share the full plan with some people and only a relevant section with others.
Who should I share my full plan with?
Usually your plan manager and support coordinator, because they need the whole picture to manage your funding and put your supports in place. A nominee or someone formally acting for you may also need it. Most individual providers do not need your full plan, only the section that relates to the support they deliver.
How much of my plan should a single provider see?
Generally only the part that relates to their support. A therapist needs the relevant goals and supports for their work, not your entire plan. Sharing just the relevant section keeps things simple and protects information they do not need. If a provider asks for your full plan, it is reasonable to ask why.
How can I share my plan?
You can share it through the my NDIS portal or by sending a copy, whichever suits you. Choose a secure method where possible, and avoid leaving copies where other people can see them. Keep a note of who you have shared each version with so you can update them later if your plan changes.
What should I do after a reassessment?
Re-send the current version of your plan to the people who need it, such as your plan manager, support coordinator and any affected provider. Let them know it has changed. This stops people working from an old version and avoids mistakes, like arranging supports that are no longer funded in your new plan.
Can I refuse to share my plan with someone?
Yes. Sharing is your choice. You can decline to share your plan, or share only a small part of it. If you have decided not to work with a provider, you do not need to give them anything. You stay in control of your personal information at every step.
Is my personal information safe once I share my plan?
Registered providers have obligations to handle your information carefully and keep it secure. Even so, you are the first line of protection. Share only what is needed, use secure methods, and tell people if you would prefer they not pass your details on. Think about consent before sharing anything on someone else's behalf.

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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.