How To Apply For NDIS Funding: A Step-By-Step Guide

March 5, 2024 BY

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Living with a permanent disability can make daily life challenging. Are you or a loved one in this situation? The National Disability Insurance Scheme (NDIS) could be the support you need. It provides essential funding for services and support for people with disabilities, making daily living more manageable and improving quality of life. 

Here’s a step-by-step walkthrough of the NDIS application process to help you get started and increase your chances of getting approved for funding assistance.

Step 1: Confirm Eligibility For NDIS

Before diving into the application process, the first step is to determine if you or your loved one is eligible for the NDIS. Eligibility is based on the following criteria:

  • Age Requirement: Applicants must be under 65 years of age.
  • Residency Status: You must be an Australian national, possess a Permanent Visa, or have a Protected Special Category Visa.
  • Location: Your home must be in an area where the NDIS is available. 
  • Disability Requirement: The scheme is intended for those with a permanent and significant disability. This means your disability is a lifelong condition that significantly impairs your daily activities, necessitating support from others or special equipment.

If you’re uncertain about your eligibility, don’t hesitate to contact the NDIS for clarification.

Step 2: Gather Necessary Documentation

The next part involves assembling the necessary documentation, which provides the NDIS with pertinent information to assess your application. You need to prepare the following:

  • Identification Documents: These include your birth certificate, visa, passport, and driver’s license.
  • Medical Documentation: This may include a formal diagnosis, reports on your functional limitations, and any ongoing treatment or support needs.
  • Living Arrangements and Current Support Services: Documents like lease agreements could show your living arrangements, while service provider contracts give evidence of current support services. 

Having these documents organized and ready can facilitate the process and help ensure that your application is as complete as possible.

Step 3: Complete All Required Forms

Visit the NDIS website, which provides all necessary application forms for download and completion. These forms include an access request form with personal details, consent forms for obtaining documents and sharing information, and a form completed by treating professionals substantiating the disability. 

It’s crucial to thoroughly fill out each form with accurate identifying and disability details, as missing information can delay processing.

Step 4: Get Professionals To Verify Disability

One of the essential forms requires a registered health professional, such as a doctor, specialist or therapist, to assess functional capacity and verify the disabling condition. Contact professionals involved in current treatment to complete the verification form confirming the diagnosis, treatment history and impacts of the disability requiring support. 

This step also begins to outline what NDIS funds can be spent on by identifying the specific services and supports you require. The professional’s assessment can highlight areas such as therapy, personal care, or assistive technology, offering a clearer picture of how NDIS funding can enhance your quality of life.


Step 5: Submit Your NDIS Access Request

Once all forms, including the access request, consents, and professional verification, are completed, you’re ready to submit your full NDIS access request package. This step is required for the application process to commence. You have the option to submit forms online via the NDIS portal or deliver hard copies to the nearest office. Ensure you receive confirmation that your access request package was received.

Step 6: Book Planning Meeting and Assessments

After submitting the access request, the next step is to book an initial planning meeting with an NDIS coordinator. In this meeting, they’ll review your situation, explain the process, and schedule any necessary assessments. 

These assessments are crucial as they provide individualized evidence for determining funding allocation.

Step 7: Participate In NDIS Assessments

Moving forward, you’ll need to complete the required assessments. This is a critical step in quantifying the impacts of your disability and justifying your funding needs. The assessments may include physical functioning tests, psychological evaluations, and vocational analyses by qualified professionals. 

It’s vital to fully participate and be open about your experiences and challenges, as these assessments directly inform the funding decisions.

Step 8: Develop Your NDIS Support Plan

In your second planning meeting, you and the NDIS coordinator will work together to develop a comprehensive support plan. This plan outlines the necessary services and budgeting to address your disability needs. 

It’s important to explain the specifics of your daily challenges and desired outcomes. Your input into the suggested goals, services, and budget will help shape the plan to fund your ideal care scenario.

Step 9: Receive Your NDIS Funding Decision

Upon completion of your planning meetings and assessments, the NDIS will issue a formal access decision. This decision will indicate whether your application for funding has been approved. 

If approved, you’ll receive a funding package that aligns with your personalized support plan, which recommends specific disability services and their budgeted costs. This step unlocks the funding needed to access supports that ease functional limitations.

Step 10: Manage Your NDIS Funding

Once approved, you can start using your NDIS funding to implement the approved services and disability aids through authorized providers. Carefully manage allocated budgets across service categories and track expenses. 

Remember, annual NDIS plan reviews allow for adjustments to meet evolving needs within your total budget. As you put the plan into action, maintain open communication with your coordinator about the effectiveness of the funding.


Applying for NDIS support may seem complex, but following this step-by-step guide can streamline the process of accessing vital disability funding.  

If you encounter any doubts or need clarification, NDIS representatives are available to help, ensuring you have the support necessary to secure the funding you require. Consider this process as a positive stride toward a better quality of life and increased independence.