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Finalise the plan before a participant leaves the NDIS

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Standard Operating Procedure

OFFICIAL For Internal Use Only

DOCUMENT 4

Finalise the plan before a participant leaves the NDIS

The content of this document is OFFICIAL. This Standard Operating Procedure (SOP) will help you know what to do when a participant leaves the NDIS because they:

  • have decided to leave, or
  • are over 65, and: — entered permanent residential aged care, or — started receiving a home care package for the first time, or
  • had their status revoked after an eligibility reassessment. If you are finalising a plan when a participant has died, please go to SOP — Finalise the participant plan following their death.

1. Recent updates

Date What’s changed
October 2022 New SOP
SOP — Cease participant status has been divided into three (3): 
* [SOP - Ask for an access request to be withdrawn](https://example.com/sop-access-request)
* [SOP - Finalise the plan before a participant leaves the NDIS](https://example.com/sop-finalise-plan)
* [SOP - Cease the participant status to leave the NDIS](https://example.com/sop-cease-status)

| | Links to Our Guideline -Leaving the NDIS | | Links to New Form - Leaving the NDIS | | Links to SOP — Finalise the participant plan following their death

2. Checklist

Topic Checklist
Pre-requisites You have read and understood: 
* [Our Guideline -Leaving the NDIS](https://example.com/guideline-leaving)

You have received a request:

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s22(1)(a)(ii) - irrelevant material

Participant leaving the NDIS because they:

  • <are over 65 years and <entered permanent residential aged care / started receiving a home care package for the first time> on .

They are no longer a defined participant. Any future applications should be treated as new, and evidence of disability must be provided.

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Standard Operating Procedure

OFFICIAL For Internal Use Only

s22(1)(a)(ii) - irrelevant material

• For people who decide to leave: explain what happens if you leave the NDIS then change your mind:

  • can reapply if under 65

  • can’t reapply if over 65 because they don’t meet age requirements anymore • Explain you have reviewed the NDIS plan which has (select all that apply):

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Standard Operating Procedure

OFFICIAL For Internal Use Only

• Explain how you can support by:

  • finalising the plan before they leave the NDIS

  • linking with other supports

• Refer to Our Guideline -Leaving the NDIS to explain the options.

redacted: s22(1)(a)(ii) - irrelevant material

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Standard Operating Procedure

OFFICIAL For Internal Use Only s22(1)(a)(ii) - irrelevant material

  1. Add an Interaction using Interaction templates - General - Cease participant status.

Include the following in Notes field:

  • We received evidence on <DD/MM/YYYY> that the participant is leaving the NDIS because they:
  • <decided to leave>
  • <are over 65 years and <entered permanent residential aged care / started receiving a home care package for the first time> on <enter date from uploaded evidence>.
  • <had their participant status revoked after an eligibility reassessment>
  • Please cease the participant status in the NDIS business system. s22(1)(a)(ii) - irrelevant material

  1. Provide linkages/information about supports and services that may be available from the community and other government services.

  2. Consider what relevant supports are available in the person’ area. For example, in:

  • all states and territories:
    • Other services in your state and territory ([external])
  • ACT:
    • Community Services Directorate ([external])
    • ACT Community Directory ([external])

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Standard Operating Procedure

OFFICIAL For Internal Use Only

  • NSW:
    • Peak bodies (external)
    • New South Wales Community Directory (external)
  • NT:
    • Community support and care (external)
    • Northern Territory Community Directory (external)
  • QLD:
    • Getting support for a health or social issue (external)
    • Queensland Community Directory (external)
  • SA:
    • SA Directory of Community Services (external)
    • South Australia Community Directory (external)
  • TAS:
    • Department of Communities Tasmania (external)
    • Tasmania Community Directory (external)
  • VIC:
    • Services (external)
    • Victoria Community Directory (external)
  • WA:
    • Department of Communities Western Australia (external)
    • Western Australia Community Directory (external)

redacted: s22(1)(a)(ii) - irrelevant

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Version control

SOP — Cease the participant status divided into three (3) SOPs:

  • Ask for an Access Request to be withdrawn
  • Finalise the plan before a Participant leaves the NDIS
  • Cease the participant status to leave the NDIS

Links to:

  • Our Guideline — Leaving the NDIS Form — Leaving the NDIS
Version Amended by Brief Description of Change Status Date
1.0 EMN960 Class 1: EL2 approval APPROVED 2022-09-02
2.0 LNL387 Class 3 PCC approval APPROVED 2022-09-23
GO0002 Class 3 ND approval
SMO0075 Class 3 PXD approval

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Finalise the plan before a participant leaves the NDIS

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