How to access your NDIS plan

February 12, 2021

There are a number of reasons why you may need to view, download or share your NDIS plan. Whether you’re new to the NDIS, you’ve just commenced your new plan or you’ve started working with a Plan Manager, it’s important that you know how to access your current plan.

Using the NDIS participant portal, myplace, you can access your plan information, update your contact details and manage bookings.

To access the myplace portal, you need a myGov account. It is likely that you already have a myGov account if you have used other government services such as Medicare, the Australian Taxation Office (ATO) or Centrelink.

For step-by-step guides on how to use the myplace portal, visit the NDIS website here.

How to get a copy of your plan for your Plan Manager

Your Plan Manager’s role is to handle all the financial administration of your plan including paying invoices and keeping records of all transactions, keep track of your budgets and advise you on how to best spend your available funds.

Although your Plan Manager is able to help you access your myplace portal, it’s handy to also know how to access your plan on your own, should you ever decide to change your Plan Manager and need another copy.

If you want to find, view and download your plan, follow these steps:

1. Go to the NDIS website and click on the purple button on the top right corner of the screen that says Portal sign in. A drop down menu will appear. Click on the text that says myplace participant portal.

1. Enter your myGov email or username in the top field and your myGov password in the bottom field and press the grey button that says Sign in. If you have forgotten your password, click on the text that says Forgot password and follow the instructions on the screen to change your password. If you need assistance setting a new password, talk to the team at Disability Plan Services or a trusted family member.  
2. Once you have successfully logged in to the myplace participant portal, click on the box that says My Plan. If you are nominee acting on behalf of an NDIS participant, this box will have the name of your NDIS participant, such as ‘Bethany’s Plan’ for example.
3. On the next screen you will see a range of other options to select. Click on the box that says View My Plan.
4. Each plan is identified on the portal using its the start and review date. If you have multiple plans you will see a dropdown arrow that allows you to select which one you’d like to view. By default, your current plan should be shown.
5. When viewing your plan you will see a button on the right that says Print this plan to PDF. By selecting this, your plan will download. Once downloaded you can choose to save it to your computer or print to a connected printer device.

Every Plan Manager works slightly differently however most of them are happy for you to email them a copy of your plan, upload it to their online portal (if they have one) or bring in a printed copy. Ask your Plan Manager what their preferred option is.

Share your plan using the myplace portal

If you wish to share the details of your plan with a family member or service provider for example, you can do this in your myplace portal. Sharing your plan with another person or provider is completely your choice and you should never be forced to do so.

By sharing your plan with another, you are providing consent for that person to view your plan details including your name, NDIS identification number, date of birth and plan goals. If you’re unsure about sharing this information, speak to a trusted family member.

To provide access to someone or remove someone’s access to view your plan details in the myplace portal, request a consent form from the NDIA. You can either request it over the phone, in person or download it from your myplace portal.

Whether you want a copy of your current NDIS plan printed to keep at home, need to share it with your Plan Manager or want to provide access to a loved one via the myplace portal, knowing how to view your plan is important. 

If you need assistance finding your plan or want some trust-worthy advice on sharing your plan details with others, give the team at Disability Plan Services a call!