Forms

Plan Management Cancellation Form

Plan Management Cancellation Form banner image

When you fill out this form, we'll email you a letter you can send to current Plan Manager to cancel your Plan Management Services with them.

Dear Plan Manager,

CANCELLATION OF PLAN MANAGEMENT SERVICES

This letter is written as my formal notice to cancel plan management services as soon as possible. I would appreciate your consideration for a 7 day notice period.

In addition to the above, I would like to request the following:

  • ALL outstanding invoices are paid by the agreed date
  • Plan managed service bookings are cancelled by the agreed date
  • Ensure that a closing statement is emailed to me on the last day

I look forward to your written confirmation of receipt of this email, and further confirmation of my last day.

Thank you kindly,

Your first and last name

Please enter your NDIS Number

Use the same email address your current Plan Manager will have on record.

This signature will be added to the letter. You can click/tap the "X" icon to the right to reset the field.

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Do you want us to send this to your current plan manager? 

Please enter your current plan manager's email for us to send your letter to.

How to work us? It’s easy

Register below & endorse us (Contact NDIS to endorse WB Plan Management as your Plan Manager). Already with a provider? That's OK, just complete the cancellation letter below, and we'll take care of the rest.

Cancellation Letter or Call 1300 927 526