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I’m an NDIS participant

How can State Trustees help me with the National Disability Insurance Scheme (NDIS)?

Will you apply for the NDIS for me?
If you don’t have a guardian, any family or support networks to help you apply for the NDIS, we can support you to apply if getting funding support will help your finances.

Do you automatically become my plan nominee?
No, we are not currently allowed to be your plan nominee. You should let the planner know that we are your administrator.

Will you come to planning meetings with me?
No, but we can put you in touch with people who can help you get ready for your planning meeting. We will also provide you with your most recent financial statement, which can help you at the planning meeting. This statement gives you information about your current spending and can help you to work out how the NDIS can best support you. You should take a copy of your statement to your next NDIS planning meeting.

Will you be my plan manager?
No, NDIS is paying for some of the things called ‘supports’ that you need to help you do what you want to do. You can choose a plan manager to help you pay your support bills.

Can you manage my NDIS plan?
We manage your assets and estate. A registered plan management service should manage all your NDIS funds.

Will I have to pay a plan manager any fees if I choose to use one?
No. The NDIS will pay the plan manager directly following the price guide on the NDIS website.

Will State Trustees share information with my guardian or plan nominee, if I have one?
In Victoria, the guardians and administrators are separate. If it’s in your best interests, we may give information to your guardian to help manage your affairs.

Can State Trustees receive NDIS funding for me?
We can only receive transport funding from the NDIS. If you want us to receive transport funds for you, then ask the NDIS to send us an email at We can then give them your bank account details.

Why can’t State Trustees get my NDIS plan from the PRODA portal (the NDIS’s payment system)?
We can’t be a plan nominee. This means we can’t have direct access to your NDIS plan, including via the portal.

Why does State Trustees want a copy of my NDIS plan?
We manage some of your money and savings. We want to do this in a way that is best for you. This means we need to make sure we don’t pay, from your own money, for things that the NDIS should be paying for.

We ask you to give us a copy of your most recent NDIS plan, so that we can check the types of NDIS supports you’re getting and make any changes to your budget.

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