How to Switch NDIS Plan Manager: Participant Checklist

Switching • Updated 2026-06-12

Step 1: Review your current arrangement

Check your current service agreement, notice period and communication preferences.

Step 2: Contact the new Plan Manager

Ask about onboarding, required information and how provider invoices will be handled during the transition.

Step 3: Notify your current Plan Manager

Let your current Plan Manager know you wish to switch, or authorise AUZ Care to assist with the transition process.

Step 4: Confirm records and invoices

Make sure outstanding invoices, payment records and budget information are handled clearly.