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:
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!
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