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Changing Your NDIS Plan

Changing Your NDIS Plan, Or Part Thereof

Changing your NDIS Plan can seem complex and a little daunting, but it’s important that you have the best NDIS Plan that suits you and that helps you achieve your goals, so a change might be exactly what’s needed to ensure that is the case.

Let’s take a brief look at why a change might be required and how to go about requesting it…

Here are some possible scenarios that might mean changing your NDIS Plan is the way to go:

A: You’ve received a new NDIS Plan after a review and it doesn’t quite work for you
B: It’s your first NDIS Plan and it doesn’t quite work for you
C: The length of your Plan has seen your situation change throughout its duration

Although these scenarios are different, there’s some common reasons to request a change of your plan that are applicable to all of them, regardless if your plan is old or new. Similarly, there are specific times in the life of your plan that mean you’ll request a certain kind of review…

1: Change of Circumstances

This may include things like:

  • You’re moving from a shared living arrangement (with your family for example), and into an independent living situation
  • You’ve gained meaningful employment changing how you might access supports
  • You have had a change in your disability that means requiring different supports
  • You wish to move your Plan from Agency managed to Plan Managed or Self Managed
  • An integral part of your support network is moving interstate or abroad

The NDIS view significant changes such as these to be key to your Plan and as such, have made it relatively simple to get your NDIS Plan changed as a result. There’s no “formal plan review” to be undertaken, you’d simply submit a “Change of Circumstances” form so they can update your Plan to reflect your new situation.

2: You’re unhappy with your Plan

Changing your NDIS Plan for this kind of reason means the NDIS would undertake an “Internal Review”.

If you’ve just received a new Plan and you feel that it doesn’t accurately reflect your situation due to a lack of budgets available for specific supports or similar, you have three months to request a review.

To request an “Internal Review”, contact the NDIS via their website: https://www.ndis.gov.au/participants/using-your-plan/changing-your-plan or call them on 1800 800 110. It’s best to be prepared for this interaction so you can clearly explain your reasons for requesting the review, what you’d like to see in your new Plan and why as well as providing any information on items you believe may not have been taken into account during your planning meeting, revisiting any information you have to support those claims.

If you’re still not happy with your plan outcome after this review is complete, you can appeal the decision within 28 days via the Administrative Appeals Tribunal.

3: Your needs & goals have changed over time

If you’ve had your Plan for a while and you believe it’s no longer relevant to you, or that it doesn’t give you the ability to achieve your goals (which also may have changed over time), you can request a “Scheduled formal Plan Review”.

It’s best that you’re sure about undertaking this process, as after this kind of review your existing funds will not carry over, rather you will receive a new plan with a new budget assigned to it. This may have an impact on the supports you have currently set up and how they are paid. If that’s the case, contact your Plan Manager (that’s us!) to get some help double checking that any of the current supports you wish to continue accessing won’t be impacted.

4: Your NDIS Plan is about to expire

If your plan’s end-date is coming up, we encourage you to take a good look at your NDIS goals against your funding, making sure it is still relevant to you, and allows you to access the supports that help you to achieve those goals.

If it’s all relevant, you don’t need to do anything. The NDIS will automatically extend your plan. This is called a rollover.

As the end date approaches, The NDIS will be in touch with you to confirm the rollover or otherwise …

If your plan isn’t quite right anymore, it’s time to request a “Full Plan Review”. This is as it sounds and allows you to engage in a review that can get your plan aligned with your goals and needs once again. Changing your NDIS plan at this point is normal, as your goals may change toward the end of your plan, or you may find that specific supports are more beneficial to you, requiring an adjustment of where your funding is assigned.

To request a Full Plan Review, let the NDIS know when they contact you, or get ahead and give the NDIS a call on 1800 800 110 to get the process underway.

Once again, be prepared after requesting a review. You’ll need to be specific about what you want to change, why, as well as provide evidence as to your reasoning so you have the best opportunity to obtain funding for the supports you need.

If you have questions about your NDIS plan or indeed changing your NDIS plan, you can always have a chat with our NDIS experts before reaching out to the NDIS. Similarly, if your NDIS plan is currently Agency managed or self-managed and you’d like it to be Plan Managed with NDSP Plan Managers, we’d love to hear from you.


NDSP Plan Managers is a NDIS registered provider specialising in NDIS Plan Management. If you are a NDIS Participant looking for the right Plan Manager, CLICK HERE to get in touch with our friendly team today.

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NDSP is a NDIS registered provider, specialising in Plan Management. We are here to manage your NDIS funds on your behalf. Our experienced staff are highly skilled and ready to help you!

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