Reimbursement
Request

I want to get reimbursed

I’ve paid for a service or item and want to be paid back from my NDIS funds.

Online Claim Form

I have proof of payment

Download the form

This form will need to be completed and emailed to So Joe

The reimbursement options are for So Joe participants who want to be paid back for a service or item which has been fully paid for. This will be taken from the participant’s NDIS funds.

Reimbursements

So Joe can process a reimbursement to me. This may be a be for a service which the participant has paid for an item which relates to my NDIS plan which I have purchased. 

So Joe has the role of ensuring that participants reimbursements are compliant within NDIS standards & pricing guidelines and the funding is within a participants remaining NDIS plan budget. A participant will be required to provide proof of payment. 

Reimbursement essentials

To allow So Joe to process the reimbursement requires the receipt to have the:

  • Business name
  • Australian Business Number (ABN)
  • Service/purchase date
  • Support/item details
  • Invoice date
  • GST (if applicable).

Submitting a reimbursement request

To submit a reimbursement request:

  • Identify participants name
  • Attach a copy of the invoice receipt or purchase receipt
  • Bank account details who it is to be paid too
  • Email Address for remittance
  • Person requesting the reimbursement
  • Additional notes, e.g. description of the support or if you have a request for a specific area of funding it should be paid from.