The best part about being an NDIS participant is the choice and control you have over your NDIS funding. Having the freedom to select providers you work well with is important to ensuring your NDIS journey is stress free. Sometimes, providers are not a good fit. It is your right as a participant to cancel a service at anytime if you feel you could find something more suitable.
Here are 3 steps to changing your new Plan Manager…
Contact another plan management provider and let them know what you are looking for in a new plan manager. They will guide you through the setup process and assist with the changeover.
Contact your current plan manager and tell them that you have changed to a new plan manager. If you prefer, we have created this letter that you can email to them instead, however, you will need to ensure they have received your email and started the cancellation process. There will be a cancellation period which is outlined in the service agreement you signed with them. This can be anywhere from 1 week to 1 month, but it will be worth the wait!
Your current plan manager will now cancel the service booking, releasing the funds to allow your new plan manager to take over. Once this is complete, you can notify your providers to send any future invoices to your new plan manager.
Why would you decide to change Plan Management providers?
Your current plan manager may not be delivering on what they promised when you signed up. Here are the common reasons people decide to change their plan managers:
Payment issues, my providers aren’t being paid on time which is affecting the supports I am receiving
I can’t get in touch with my provider to follow up invoices or ask questions, I spend so long on hold waiting to talk to someone or they never get back to me
They aren’t sending me regular updates on my funding so it’s hard to know what I’ve spent and how much I have left
Why choose Budgetnet as your new Plan Manager?
Dedicated customer service team who will walk you through the process, we are here to make the process as easy as possible
- Fast payments- 3 to 5 day average
- No long waiting times, contact us and get the answers you need
- Easy sign up and electronic service agreement, we are here to help if needed
- Access our free budget tracking app, NDIS directory to help you find providers & monthly statements sent directly to you
When deciding to swap Plan Managers, don’t forget:
There is no cancellation or sign up fees when changing providers. Learn more about how much it costs to be plan managed with Budgetnet.
Your current provider must continue to pay your invoices until the day you make the swap to ensure there is no interruption to supports received.
You do not need to answer any questions from your current provider, let them know you are changing over, they must honor your decision.
We offer a 14 day cooling off period, so if you are not happy, or we do not meet your needs you can change back to your old provider without any fees.
When can I switch Plan Managers?
Changing providers can happen at any time during your plan meaning you do not have to wait until the end of your plan to make the switch!
There may be a timeframe you have to wait to cancel the service booking based on the agreement you signed with the provider when you first signed up. This could be anywhere from 1 week to 1 month. Once you’ve completed this cancellation period you will be ready to make the switch!
Do you still have questions?
Feel free to chat with us on 1300 402 568 or email firstname.lastname@example.org
One of our NDIS experts will give you the answers and support you need to make the switch and start enjoying the plan management journey, after all there are so many benefits to being plan managed with Budgetnet.