Plan Management Agreement

The participant-facing agreement plan managers sign at intake — covers fees, scope, claim turnaround, and how the participant stays in control of their plan.

Editable Word .docx, ~6 pages. NDIA-aligned. Covers all the disclosures plan managers must make, written in language a participant can actually read.

What's included

• 1 editable Word (.docx) file
• Plain-language sign-off block
• Version-controlled review section

FAQs

Q. Format?
A. Word (.docx). Editable. Open in Word, Google Docs, or Pages.

Q. Affiliated with NDIS Commission?
A. No. Independent template publisher.

Q. Refund policy?
A. Digital downloads are non-refundable once accessed. File-replacement guarantee within 7 days.

Format: Editable Word .docx — single user licence

Template by Northform Health. Not legal, regulatory or clinical advice. Not affiliated with the NDIS Quality and Safeguards Commission. Single-user licence. Digital downloads are non-refundable once accessed.