Best practices for submitting a claim

Understand what information is crucial for a claim to be approved.

Submitting a claim for reimbursement only takes a few moments, but missing or incorrect information can lead to your claim being rejected. Below are some useful tips and best practices when submitting a claim.

  • For Claims that are submitted for reimbursing the Parent/Guardian upload a proper receipt that contains all of the following information
    • Name of person that purchased the service or good 
      • If possible, the name of the child should always be included
    • Name of the service provider or vendor with contact details 
    • Proof of payment.  A receipt should clearly indicate that the payment was received by the service provider or vendor
    • List of services or items that were purchased
      • The date of the service should also be in the receipt. 
  • For Claims that are submitted for reimbursing the Service Provider/Vendor upload a proper invoice that contains all of the following information
    • Name of the parent/guardian that is being invoiced
      • If possible, the name of the child should always be included
    • Name of the service provider or vendor with contact details 
    • List of services or items that are being invoiced along with amounts for each service/item
      • The date of the service should also be in the invoice. 
  • Images of online shopping carts, registration forms, bank statements, images of checks that have not been cashed, etc. will not be accepted. 
  • Many service providers and vendors are unable to receive funds directly from the program, in which case you must pay for the service or hard goods first and submit a claim for reimbursement with your paid receipt. 
  • Submit a claim for the exact amount shown on the receipt or invoice. Rounded-up or mismatched totals will be rejected.  Claims submitted for an amount less than what appears on the receipt or invoice are allowed. 
  • Avoid confusing the "date of purchase," which is when you paid for the service (as shown on your receipt or invoice), and the "date of service," which is when the service was completed.