NDIS service agreement template
Seventeen prebuilt sections in plain language: your fees, your notice period, and how invoices are approved, as questions your participant answers. Free editable Word download.
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The template is yours either way. In ClientForms it goes out with participant registration as one link.
ndis-service-agreement-template.docx
NDIS Plan Management Service Agreement
17 sections · editable Word document
1Who this agreement is between
2How long this agreement runsyour notice period
3What we do
4Our feesyour fees
5How invoices are handled
6Approving invoicesa question they answer
7Seeing your invoices
8Statements
9Talking to you
10Your NDIS plan information
11If someone acts for you
12If something goes wrong
13Conflicts of interest
14Changing or ending this agreement
15How we give each other notice
16Your termsempty, for your wording
17Your agreementsignature
Download the NDIS Service Agreement Template
See a completed agreement first, or download the blank template with all 17 sections ready to edit in Word.
Completed Sample
A fully completed example for a fictional practice: fees, notice period, both invoice-approval choices and the signed declaration, so you can see how the agreement reads end to end. No email needed.
Download Sample (PDF)Blank Template
All 17 sections as an editable Word document: replace the bracketed details with your own, set your fees and notice period, and add your own wording under “Your terms”.
This is a free service agreement template for NDIS plan management providers in Australia. It has 17 prebuilt sections in plain language: the parties, the term and notice period, what a plan manager does, fees, invoice handling and approval, statements, communication preferences, plan information access, representatives, complaints, conflicts of interest, changeover, notices, a deliberately empty section for the provider's own terms, and a signature declaration. The wording is operational rather than legal drafting: it contains no liability, indemnity or governing-law clauses, and every section can be edited, reordered or removed. The same 17 sections ship inside ClientForms, where the agreement is completed and signed on the participant's phone alongside a participant registration form, then kept as a dated PDF on Australian servers.
What must be in an NDIS service agreement
The NDIA Guide to Plan Management doesn't publish a template, but it is specific about what establishing an agreement involves. Their words, then the section of this template that answers them.
“must ensure a participant or delegated decision maker fully understands and comprehends the terms of the service agreement”
What happens
Every section is plain language, and the fee and notice sections carry your numbers rather than boilerplate, so there is less to misunderstand.
“This arrangement should be defined and clearly captured in the service agreement prior to commencing claiming.”
What happens
Approving invoices is a question inside the agreement: check every invoice, or pre-approve regular providers. Answered before anything is claimed.
“as long as a participant complies with the notice periods agreed in their service agreement”
What happens
The term section states your notice period, seen before signing, and the changeover section says what happens when the agreement ends.
“expected to use a participant's preferred language and method of communication when establishing a service agreement”
What happens
The Talking to you section commits to the participant's preferred format, naming Easy Read, large print, interpreters and Auslan.
“A meeting… must take place… A record of the initial meeting must be maintained”
What happens
Walking through this agreement is the natural shape of the establishment meeting, and the signed, dated document is a record that keeps.
Quotations from the NDIA Guide to Plan Management, September 2020.
The 17 sections, and which ones are yours to set
Most sections arrive worded. The gold chips mark the ones that carry your decisions: your fees, your notice period, and the two choices your participant makes.
Or stop retyping it for every participant
These same 17 sections ship inside ClientForms. Set your fees and notice period once, send one link, and your participant, or their nominee, answers the invoice questions and signs on their phone. You get a dated PDF on their record.
Rich text content
The NDIA funds plan management separately from your other supports, in its own budget. Our fees come out of that budget, not out of the funding for your other supports, and not out of your own pocket.
We charge:
• a one-off establishment fee, when plan management is first set up
• a monthly fee, for as long as we manage your plan
Service Agreement - Talia Brennan - signed 18 August 2026.pdf
Our fees
The NDIA funds plan management separately from your other supports, in its own budget. Our fees come out of that budget, not out of the funding for your other supports, and not out of your own pocket.
We charge:
• a one-off establishment fee, when plan management is first set up
• a monthly fee, for as long as we manage your plan
How long this agreement runs
This agreement starts on the day it is signed and runs while Saltbush Plan Management manages the funding in your NDIS plan.
Either of us can end it by giving 14 days notice in writing. You can change plan managers at any time, as long as the notice agreed here is given.
Approving invoices
Before we start paying providers on your behalf, we need to know how much you want to be asked.
Check with me before paying any invoicePay invoices from my regular providers without checking, and check with me for anyone elseYour agreement
By signing below, I confirm that:
• I have read this agreement, or had it read to me, and I understand it
• I have had the chance to ask questions and have them answered
Rosemary Brennan
Signed by Rosemary Brennan, plan nominee, for Talia Brennan · 18 August 2026
The NDIS participant registration form that goes with it
An agreement rarely travels alone. The client intake half of onboarding collects the participant's NDIS number, plan start and reassessment dates, representative or nominee, support coordinator, alternative contact, preferred contact method and accessible-format needs, and who filled the form in. In ClientForms the registration form and this agreement go out as one link and come back as one signed, dated record. See what the participant fills in.
NDIS service agreements, common questions
What must be in an NDIS service agreement for plan management?
The NDIA Guide to Plan Management expects a plan management service agreement to capture the parties, the fees, how long the agreement runs and the notice period for ending it, how invoices will be authorised before claiming begins, and terms the participant fully understands. This template gives each of those its own section: parties, term and notice, fees, invoice handling, and two plain-language choice questions for invoice approval and visibility.
Is there a free NDIS service agreement template?
Yes. The completed sample PDF on this page needs no email at all. The blank template is an editable Word document with all 17 sections; enter your email and we send it straight away.
Does an NDIS plan manager need a service agreement?
The NDIA Guide to Plan Management treats the service agreement as central to establishing plan management: it expects providers to ensure the participant or their decision maker fully understands its terms (section 3.4), to define invoice authorisation in the agreement before claiming starts (section 4.2.1), and to honour the notice periods agreed in it when a participant changes plan managers (section 3.5).
What is the plan management establishment meeting?
Section 3.3.1 of the NDIA Guide to Plan Management requires a meeting between the plan manager and the participant when plan management is established, and a maintained record of that meeting. Walking through the service agreement, agreeing the invoice-approval arrangement and capturing the signature is the natural shape of that meeting, and a signed, dated agreement is a durable record of it.
Can I use my own service agreement wording instead?
Yes. Every section of the template can be edited, reordered or removed, and the "Your terms" section is deliberately empty so your own wording, or your lawyer’s, goes in unchanged. An agreement you already have can be pasted straight over the prebuilt sections.
Is this template legal advice?
No. It is an operational skeleton covering the matters the NDIA expects the two parties to agree: fees, invoice authorisation, statements, notice and changeover. It deliberately contains no liability clause, no indemnity and no governing-law clause; wording of that kind is yours to add under "Your terms", with your own advice.
What about an NDIS participant registration form?
A service agreement usually travels with a client intake form: the participant’s NDIS number, plan start and reassessment dates, representative or nominee, support coordinator, preferred contact method and accessible-format needs. In ClientForms that registration form and this agreement go out as one link, completed and signed on the participant’s phone.
Who signs if the participant has a nominee?
Whoever signs is recorded by name and role. The signature section asks anyone signing on a participant’s behalf to give their name and the role they hold, so the record shows, for example, "plan nominee" beside the signature.
Send it as a link instead of an attachment.
Full Professional access for 30 days. No card. Then $19 a month. Registration and agreement, signed on any phone, stored in Australia.
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