NDIS Nominee Decision Checklist
Template current as of July 2026. Provided by Lion Med Supplies as general information, not advice. Use it to think through appointing a nominee before you fill in the official NDIA form.
A nominee is a person appointed to act for a participant, or to help them make decisions, about their NDIS plan. This checklist is a decision aid; it is not the official appointment form. The NDIA provides that form.
What a nominee does
Depending on the type appointed, a nominee can help a participant make decisions about their plan and how funding is managed, or receive information from the NDIA on their behalf. A nominee is expected to act on the participant's wishes and in their best interests.
Before you decide
Question to work through	Notes	
Does the participant want a nominee, and have they been part of this decision?	 	
Can the participant be supported to make their own decisions instead?	 	
Who is being considered, and why are they a good fit?	 	
What decisions would the nominee help with, and which stay with the participant?	 	
Are there any conflicts of interest to manage?	 	
How will the participant's views keep guiding decisions?	 	
Details to have ready
Participant name and NDIS number	 	
Proposed nominee name and contact details	 	
Relationship to the participant	 	
What the nominee would help with	 	
Next step
When you are ready, complete the official nominee form from the NDIA and submit it through the current channels on ndis.gov.au. The NDIA decides whether to make the appointment.

Source: NDIS nominee and plan management guidance, ndis.gov.au. This checklist does not appoint a nominee - only the NDIA can.