How to download a copy of your NDIS plan.
A big part of what we do as your NDIS plan manager is processing your invoices, we make sure that your services providers are paid on time, so you don’t have to worry about that NDIS admin!
As part of this service, we also make sure that the expenses are covered by your NDIS plan and you aren’t being overcharged for anything.
To help us with this we might ask for a copy of your NDIS plan, so we can make sure we process your invoices correctly, under the right categories, for the right amounts etc.
Downloading your NDIS plan from the MyPlace Participant portal
The good news is that downloading a copy of your NDIS plan is easy, first you need to log on to the MyPlace Participant portal.
- Logon to the My Gov Website (or create an account through my.gov.au, view the full NDIA guide here).
- Under 'Linked Services,' choose National Disability Insurance Scheme and press the 'Go to Service' button.
Once you’re in the portal, follow these steps.
STEP 1
Nominees and participants can choose from the drop-down menu in the top right corner based on their role, 'Acting as.'
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If you’re a participant, select 'myself' from the dropdown.
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If you’re a nominee, select the participant’s name, for whom you wish to access the NDIS portal.
STEP 2
Select the 'My Plan' tile.
Once the My Plan tile opens, you will see the following tiles:
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View My Plan
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My Helpful Documents
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My Support Budget
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My Referrals
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My Funding Report
STEP 3
Select 'View My Plan.'
STEP 4
To download the plan copy, click on 'Print this plan to PDF' on top right of the page.
If there are more than 1 plan (past plans), the appropriate date can be selected through the drop down.
The plan will download in a new window or tab.
We’re here for you
At Plan Partners, we provide two important services that can support you to get the most out of your NDIS plan.
Support coordination helps you bring your plan to life. Have your own support coordinator to work one-on-one with you to help you find and connect with the best service providers for your needs. Find out whether you could be eligible for support coordination.
Plan management takes the burden out of all your NDIS administration. We ensure your providers are paid accurately and on time and give you access to helpful tools, like our Dashboard to easily track your spending and budgets. Everyone is eligible for Plan Management - and it’s funded by the NDIS at no cost to you.