Your go-to guide: Applying for NDIS funding

August 16, 2021

ndis support team

There is a lot to consider before applying for NDIS funding and you probably have questions before you start. That’s why we have developed an easy-to-understand guide on the three steps you need to cover before applying. We will break down everything you need to know when it comes to how to apply for NDIS funding, managing your NDIS funding package and managing your NDIS plan.


What is NDIS Funding?

You are eligible for funding from the National Disability Insurance Scheme (NDIS) if you are under 65 years of age and living with a permanent and significant disability. Your funding is based on your personal circumstances, so not everyone will receive the same amount. You will be allocated funding to be spent on specific services that align with your goals. These needs and goals are identified at your planning meeting with the National Disability Insurance Agency (NDIA). To learn more about NDIS funding, read out blog

Now that you know what NDIS funding is, let’s find out how to apply for NDIS funding!


How to Apply for NDIS Funding

Step 1: Eligibility check

The first step to take when applying is to confirm your eligibility. You can do this by visiting the NDIS website.  

Step 2: Access Request

Once you have checked you are eligible, the next step is to call the NDIA to make an ‘Access Request’ over the phone or via a form.

The access request involves you answering questions about yourself and your disability. Your doctor and other health professional may need to provide evidence about your disability and its impact on your life.

Call 1800 800 110 to make your access request or contact us on 1800 312 870 to streamline the process and help you apply.

Step 3: Planning Meeting

The next step in the process is a planning meeting, where you will be asked similar questions in relation to your disability. Additionally, you will be asked about what supports you are currently receiving, either from service providers, the local community or your friends and family.

Ultimately, the planning meeting establishes your short and long-term goals. 

At your planning meeting you will also discuss options for how to manage your funds.

Step 4: Receiving your approved NDIS Plan 

After your planning meeting, you will receive your approved NDIS plan, either in person or by mail to your address. The approved plan remains valid for a 12-month period, unless otherwise stated.

Now that you have your approved plan, lets discuss managing your NDIS funding package.


Managing your NDIS Funding Package

Choosing how you will go about managing your NDIS Funding Package is an important decision.

There are three options when it comes to managing your NDIS funding package.

Option 1: Agency managed by NDIA – This restricts you to choosing only registered providers, which aren’t always the most cost-effective or preferred way of utilising your funding.

Option 2: Self-managed – This option means you are required to keep track of all receipts, submit online forms in the NDIs portal to pay service provider and track your budget.

Option 3: Managed by Disability Plan Services – This allows you to choose who you work with, whilst having paperwork taken care of for you.


Managing your NDIS Plan: What are the benefits and limitations?

NDIA-managed or Agency-managed

  • Limited to choosing only registered NDIS service providers
  • You may not be able to work with your preferred service provider
  • Use an online portal to track your budget
  • Prices paid to service providers are non-negotiable


  • You must appoint your own support services and liaise with providers
  • You pay for your services directly
  • Extensive record-keeping is required
  • You must access the online portal to complete online forms each time you pay someone

Managed By Disability Plan Services

  • No extra cost to you – simply ask for additional budget for a registered Plan Management provider
  • Bills paid on your behalf and handle all record-keeping
  • We manage your budget and keep you informed of any remaining or low funds
  • Tailored advice on how you should/can be spending your budget to maximise services
  • Preparation for NDIS plan reviews
  • Liaise with service providers on your behalf and can negotiate better rates
  • Help you to navigate the NDIS in simple language for easy understanding


If you have any questions about applying for NDIS funding and how to manage your plan, the team at Disability Plan Services would love to hear from you. Our experienced team is eager to assist you in making the most of your NDIS plan.

Get in touch today! You can call us on 1800 312 870, or email us at