How do I get a copy of my NDIS Plan?

NDIS Participant typing on keyboard to obtain NDIS Plan

How do I get a copy of my NDIS Plan is one of the most common questions we get at LifeAbility Plan Management. When your National Disability Insurance Scheme (NDIS) Plan is approved, having a PDF copy of your NDIS Plan will help you and your providers, plan to reach your NDIS Goals.

Your NDIS Providers may ask you for a copy of your NDIS Plan. As your NDIS Plan Manager it is our responsibility to ensure that your funding is used according to your NDIS Goals. We make sure that your invoices are processed efficiently so that your NDIS Providers are paid in a timely manner and we report back to the NDIS on your behalf. Having a copy of your NDIS Plan helps us provide you with the best Plan Management support.

How to obtain a copy of your NDIS Plan?

There are 3 ways to obtain a copy of your NDIS Plan.

1. Call the NDIS on 1800 800 110 and ask the phone operator to email you a copy of your NDIS Plan.

2. Ask your NDIS Contact to email you a copy of your Plan. Your NDIS Contact may be known to you as:

   • An Early Childhood Coordinator or Partner (ECC / ECP); or

   • A Local Area Coordinator (LAC)

   • Or perhaps you have a direct NDIS Contact that you email via the NDIS enquiries email enquiries@ndis.gov.au

3. You can log in to the NDIS Portal and download a copy, the steps are below. If you do not have NDIS Portal log in details, we recommend you call the NDIS 1800 800 110 for a code to log in.

Step by step guide to download a copy of your NDIS Plan

Step 1

Log in to your MyGov Account

Under 'Linked Services', select 'National Disability Insurance Scheme' (NDIS), then select 'Go to Service' button.

Step 2

If you are the Plan Nominee, you will need to select the NDIS Participant's Name from the drop down menu in the top right hand corner of the screen. Next, you will need to click on the tile (square box) that says 'Participant's Name Plan'.

If you are the Participant, simply click on 'my plan'.

Step 3

Click on the tile (square box) that says ' view my plan' or 'view Participant's Name Plan'.

Step 4

Check that you are viewing the correct NDIS Plan, check Plan dates if the Participant has more than one NDIS Plan.

If you need to change to another Plan, use the drop down box in the centre of the screen to choose the correct Plan (check the dates).

Step 5

Click the link that says 'print this plan to PDF'.

The Plan will then download in a new tab. Next, choose to download, save or print your NDIS Plan.

Still need some help obtaining a copy of your NDIS Plan? Contact us.

Have questions about your NDIS Plan or want to change to LifeAbility Plan Management? You can switch to LifeAbility Plan Management at any time here or you have any questions Contact us.

Self-Managed or Agency Managed? You can switch to plan managed at any time during your plan. You will need to contact your:

Early Childhood Co-ordinator (ECC) / Local Area Co-ordinator (LAC) / NDIA planner to request to change to Plan Management.

OR

Email enquiries@ndis.gov.au ensure you include the Participant NDIS number in the subject line and request to have the plan change to Plan Management.