How to endorse a plan manager when you have an NDIS plan
If your NDIS plan is on PACE (the NDIA’s new computer system) then there’s a new way of choosing a plan manager that you need to know about.
You must now endorse your chosen plan manager, which is just a fancy way of saying that you need to tell the NDIA who you are choosing to manage your plan.
Don’t worry, it’s a simple process and we’ve got a full guide to endorsing Beyond Plan Managers to help you!
Important tips before you start
Whichever endorsing option you choose, make sure to follow these tips:
- Make sure to endorse Beyond Plan Managers as plan manager (not plan provider).
- Make sure to use the start date of your current plan as the start date of your endorsement (this will allow us to process any invoices from within your plan).
- Have the person on the phone confirm that the endorsement is complete (the process should be instant).
How to endorse Beyond Plan Managers when you have an NDIS plan on PACE:
Option 1 – via the NDIA
Contact the NDIA National Call Centre on 1800 800 110 and advise that you would like to endorse Beyond Plan Managers as your plan manager.
Option 2 – via your “My NDIS contact” – could be a Local Area Coordinator or Planner
Contact your Local Area Coordinator/Planner to advise that you would like to endorse Beyond Plan Managers as your plan manager.
What to say when endorsing Beyond Plan Managers
We’ve got some example scripting below to give you can idea of how to approach the conversation.
“Hi,
I am calling to endorse a plan manager for my current plan.
I’m a [participant/plan nominee] and my NDIS number is [your NDIS number].
I believe my plan is on the PACE system, so I would like to endorse Beyond Plan Managers as my plan manager for my NDIS plan. Beyond Plan Managers registration number is 4050118157.
Please endorse Beyond Plan Managers from [plan start date], which is the start date of my current plan.
Can I just confirm with you that the endorsement is complete? “
Once the endorsement is confirmed we are good to go!
What if I’m already with Beyond Plan Managers and I’m starting a new plan? Will I need to endorse?
Your NDIS contact will call you before your plan’s end date to discuss your situation and yes, you will need to advise that you would like to endorse Beyond Plan Managers as your plan manager.
Make sure to tell your NDIS contact that you would like to endorse Beyond Plan Managers as your ongoing plan manager.
Important information for support coordinators
Endorsement can only be done by the participant, their nominee, or their guardian. As a support coordinator, you cannot endorse providers on your participant’s behalf.
If your participant would like to have their plan managed by a provider such as Beyond Plan Managers, they must now endorse them, which just means that they need to tell the NDIA who you are choosing to manage their plan.
Need some help with endorsing? We’re here for you.
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