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What does a receipt need to include to request reimbursement?

A receipt is a document given to a customer as proof of full or partial payment for items or services.

  • When requesting reimbursement for education-related expenses, scholarship parents must submit clear and detailed receipts.
  • Only items specific to education-related expenses qualify for reimbursement.
  • A scholarship parent may only request reimbursement if their student’s account has been funded and contains sufficient funds.
  • There is no limit to the number of requests for reimbursement a parent may file per day. 
  • Follow these guidelines to ensure your reimbursement request is processed smoothly.

Click here to view YouTube Videos and step by step instructions on how to submit a receipt for reimbursement on the ClassWallet KnowledgeHub.

 *please note: ClassWallet's KnowledgeHub articles are not specific to the Utah Fits All Scholarship Program. Some information may not be applicable to this program. Please refence the Help Center and UFA website for accurate information. 

 

For Store Receipts:

Each receipt image must clearly show the following information:

  1. Store Name
    • The name of the store where the purchase was made.
  2. Store or Merchant Location Address
    • The physical address of the store.
  3. Purchase Date
    • The date when the items or services were bought.
  4. Itemized List of Items Purchased
    • A detailed breakdown of each item purchased, including quantities and prices.
    • The receipt may not include any items or services that are not considered an approved expense.
      • Receipts containing non approved items will be denied in ClassWallet.
  5. Total Amount Paid
    • The total amount paid for all items purchased.
  6. Payment Method
    • The method of payment used (cash, check, card).

 

Receipts from purchases made online:

Receipts from online purchases must clearly show:

  1. Merchant Name
    • The name of the online store where the purchase was made.
  2. Purchase Date
    • The date when the items were bought.
  3. Order Number
    • The order number associated with the purchase.
  4. Itemized List of Items Purchased
    • A detailed breakdown of each item purchased, including quantities and prices.
    • The receipt may not include any items or services that are not considered an approved expense.
      • Receipts containing non approved items will be denied in ClassWallet.
  5. Total Amount Paid
    • The total amount paid for all items purchased.
  6. Billing Information
    • The name and address of the payer.
  7. Shipping Information
    • The name and address of the recipient.

 

 

Combining Multiple Purchases

  • You can include multiple receipts in one reimbursement request, but they must be from the same store (either physical or online).
    • This means if you have a receipt from purchases made at a Walmart store, and a receipt from purchases made from Walmart.com, they can be combined into one reimbursement transaction. This can save you time and effort.
    • You may include up to 5 documents in one transaction.
  • Ensure each receipt is scanned clearly and legibly.
  • Submit the reimbursement request in ClassWallet according to the guidelines provided here
    • By following these guidelines, you can ensure your reimbursement request is processed efficiently.

What is the Pre-Approval Process?

A scholarship parent may use the pre-approval request form to seek assurance that reimbursement will be granted for items or services paid out of pocket. The Pre-Approval Request Form will be live on the UFA website beginning Monday, July 1, 2024. Scholarship parents may submit a Pre-Approval Request Form at any time during the school year, and may submit as many requests as they would like for each student. All requests for Pre-Approval will be processed within 7-10 business days of receipt of the Pre-Approval Request Form. 

The Customer Support Team will follow a series of steps for each Pre-Approval Request Form submitted, including validating if the item or service is a prohibited or approved item or service on the published Expense List, reviewing any supplementary documentation provided by the scholarship parent and  evaluating the justification for the expense provided by the scholarship parent. Only one item or service may be requested on each Pre-Approval Request Form. 

Once the Pre-Approval Request Form is reviewed, the scholarship parent will receive a notification that their request has been approved, denied, or requires additional information. 

PLEASE NOTE: Approval for an item or service for one scholarship student does not guarantee that item or service will be approved for all scholarship students. ACE acknowledges that very student is unique, and may have different circumstances that impact the justification of the purchase of an item or service. Do not assume that because someone else has been approved for an expense that your scholarship student will as well. Please submit a Pre-Approval Request Form for your own scholarship student(s).    

If the request for pre-approval is denied, an email notification will be sent that includes the reason for denial and a link to appeal the denial. Scholarship parents have 10 business days to appeal the denial using the link provided in the notification email. Here is the Help Center Article that outlines the Appeals Process.

If the request for pre-approval is approved, an email notification will be sent. After scholarship funds have been disbursed into a student's account, the scholarship parent may initiate a request for reimbursement. A copy (JPEG, PNG, PDF) of the approval must be attached to your request for reimbursement in ClassWallet. Failing to include the Pre-Approval notification to your request for reimbursement in ClassWallet may result in a denial of your transaction.

If the Pre-Approval Request Form requires additional information, the Customer Support Team will reach out to a scholarship parent to obtain any additional information that may be needed in order to make a determination on the expense. The scholarship parent will have 30 days to respond to the request for additional information before the Pre-Approval Request Form will be closed. In this event, a parent is welcomed and encouraged to submit a new Pre-Approval Request Form for that item or service. 

What is the difference between educational expenses, extracurricular expenses and recreational expenses?

Educational expenses: Educational expenses are approved, and refer to costs associated with obtaining education or training. This can include tuition fees, books, supplies, equipment, transportation, and other related costs. Educational expenses are often essential for pursuing formal education at schools, colleges, universities, or other educational institutions.

 

Extracurricular expenses: Extracurricular expenses are approved, and refer to costs associated with activities outside the regular academic curriculum. This can include fees for sports teams, music lessons, art classes, and other activities that students participate in outside their standard coursework. Extracurricular expenses can vary depending on the activity and may involve fees for equipment, uniforms, or scholarship student competition registration. Extracurricular activities can provide students with valuable experiences and skills beyond the classroom. An instructor, teacher, or tutor must be present and leading the activity. Proof of the lesson or class must be included on the pre-approval for any fees associated with the extracurricular activity. For example, proof of enrollment in an instrument lesson or registration for a sports team.

 

Recreational expenses: Recreational expenses are not approved, and refer to costs associated with entertainment and activities that do no include an instructor, lesson or class.

What does an invoice need to include?

Does my receipt need to show that my items have shipped?

No, a receipt for education related items does not need to indicate that the item(s) have shipped. It does need to display that the items were paid for and payment method (cash, check or card). A screenshot of an online shopping cart that has not been transacted will not be sufficient.

Can I submit a receipt or invoice if the total amount of the items or services is greater than the amount in my scholarship student's account?

YES! When you enter the total amount to be paid, you will enter the total amount remaining in the scholarship student's account, instead of the total amount of the receipt or invoice. 

 

RECEIPT EXAMPLE (reimbursement): A scholarship parent would like to purchase a backpack for their scholarship student. The backpack costs $35, but the student only has $25 remaining in their ClassWallet account. When the parent is asked to enter the "dollar amount for reimbursement," they will enter $25. ClassWallet will not allow an entry of an amount that exceeds the scholarship student's remaining balance. The parent will not be reimbursed for any amount over $8,000. 

 

Here is a link to the ClassWallet KnowledgeHub article about how to submit a receipt for reimbursement, including YouTube videos, step by step instructions and screenshots.  

 

Invoice EXAMPLE (DirectPay-Pay a Vendor): A scholarship parent is submitting an invoice from a Qualifying Provider that provides tutoring services. The scholarship student has $60 remining in their ClassWallet account, but the invoice is in the amount of $100. When the parent is adding the details of their order, including the total dollar amount, they will type $60. ClassWallet will not allow an entry of an amount that exceeds the scholarship student's remaining balance. The parent will not be permitted to pay a vendor for any amount that exceeds the student's remaining balance.  

ACE Scholarships suggests the following best practice approach to this scenario. If a scholarship parent checks their student's ClassWallet account balance and realizes that funds are insufficient to pay an entire invoice, they may pay the provider out of pocket for the cost they will be responsible for. Let's reference the example above for tutoring services. The scholarship parent knows the student has $60 remaining in the ClassWallet account, and therefore will be responsible to pay the remaining balance of $40 to the tutor. They may pay the tutor $40 up front for their share of the cost and obtain a revised invoice for the remaining balance of $60. Then, they can use the newly updated invoice totaling $60 to upload into ClassWallet.  

 

Here is a link to the ClassWallet KnowledgeHub article about how to submit an invoice using DirectPay (pay a vendor), including step by step instructions and screenshots. 

What type of documentation can I provide with the Pre-Approval Request Form?

If a scholarship student qualifies for special education, and/or has documentation to demonstrate a required service 

Curriculum: This may be a formal curriculum purchased by a parent, or a curriculum created by the parent. This may include lesson plans. 

Course supply list: A supply list associated enrollment in a course, class, program, summer educational program, etc.

Extracurricular equipment list: A list of items associated with enrollment in a sport or other extracurricular activity including but not limited to uniforms, gear, and other materials etc.

Individualized Education Program (IEP): must include the item or service being requested; developed by a case conference committee

Services Plan (SP): must include the item or service being requested; developed by a case conference committee

504 Plan: must include the item or service being requested; developed by a 504 coordinator, school counselor, or qualified teacher

Treatment Plan: must include the item or service being requested and how the item or service helps the student access the educational environment or materials; developed by a licensed practitioner

Prescription by a licensed practitioner: licensed practitioner may include but is not limited to a pediatrician, developmental neuropsychologist, Physical Therapist, Behavior Analyst, Occupational Therapist or Speech Pathologist. Prescription must include the item or service being requested and how the item or service helps the student access the educational environment or materials

What is the difference between justification and intended use on the Request for Pre-Approval Form?

When completing a Pre-Approval Request Form, you will be asked to include the intended use of the item, as well as the justification for the purchase. 

 

What does "intended use of this item or service for the scholarship student" mean? 

We require you to provide information on how you plan to use this item or service in the education of your scholarship student. 

What does "justification for the requested item or service" mean? 

We require you to provide information on why this particular item or service is the best fit for the education of your scholarship student, why this particular item or service is required, and/or how it enhances the education of the scholarship student. 

 

These examples are meant to serve as a demonstration that helps define "intended use" and "justification."

Example 1

A scholarship parent is requesting an advanced robotics building set for a young student. 

Intended use of the item: "I plan to use this building set to teach STEM and robotics. We will be developing fine motor skills, use of a basic tool set, mechanics and switches."

Justification for the requested item or service: "My student has been building kits for years, and his skill level has him exceeding the basic building kits for his age. He has great interest in robotics."

 

Example 2

A scholarship parent is requesting occupational therapy for their student who qualifies for special education.

Intended use of the item: "My student is participating in Occupational Therapy per her Treatment Plan (attached)"

Justification for the requested item or service: "My student is participating in Occupational Therapy with a licensed OT to increase her ability to hold a pencil. I have attached her treatment plan to this request. "

 

Example 3: 

A scholarship parent is requesting a tool set for their high school student who is enrolled in a class that requires this item.

Intended use of the item: "My student will use this tool set in his woodworking class (class supply list attached)"

Justification for the requested item or service: "Per the attached supply list, each student is required to bring their own set of tools to this class. I would like to purchase this recommended tool set based on his age and skill level."

How do I shop on the ClassWallet Marketplace?

What's the difference between an invoice and a receipt?

What is an invoice?

  • An invoice is an itemized document that records the items or services that have been or will be provided to a scholarship student.
  • The scholarship student's name may be at the top of the invoice, or in an itemized line item.
  • This is a document that is typically provided to a scholarship parent prior to payment.
  • Invoices are required for using the DirectPay payment method in ClassWallet.

Click here to learn more about DirectPay by viewing step by step instructions and screenshots

 

What is a receipt?

  • A receipt is a document given to a customer as proof of full or partial payment for items or services.
  • When requesting reimbursement for education-related expenses, scholarship parents must submit clear and detailed receipts.

Click here to learn more about what receipts need to include. 

 

Reimbursement:

  • Only items specific to education-related expenses qualify for reimbursement.
  • A scholarship parent may only request reimbursement if their student’s account has been funded, and contains sufficient funds. 

Click here to learn more about reimbursements. 

 

 

 

How do I submit an Invoice from a Qualifying Provider (pay a vendor)?

An invoice is an itemized document that records the items or services that have been or will be provided to a scholarship student.

  • This is a document that is typically provided to a scholarship parent prior to payment.
  • Invoices are required for using the DirectPay payment method in ClassWallet.

Click here to learn more about DirectPay

  • You can include multiple invoices in one DirectPay transaction request, but they must be from the same provider (either physical or online). This can save you time and effort.
    • You may include up to 5 documents in one transaction.

 

Below are the required components that must be included on each invoice:

  1. Scholarship Student’s Full Legal Name
    • The invoice must include the full, legal first and last name of the scholarship student.
      • The student's full legal name may be in an itemized line item OR at the top of the invoice. 
    • An invoice may only have the items or services related to the student named.
    • Each scholarship student will need their own invoice. 
  2. Name of the Qualifying Provider
    • Provider that offered the services or materials.
  3. Date(s) of Service
    • Dates when the educational service was provided or when the educational material was purchased.
  4. Invoice Date
    • Date on which the invoice was created.
  5. Itemized List of Scholarship Expenses
    • Provide a detailed description of each expense related to the educational service or material.
    • The invoice may not include any items or services that are not an approved expense.
      • If the item is prohibited, or if pre-approval was not obtained, the invoice will be denied in ClassWallet. 
  6. Total Amount Due
    • Clearly state the total amount that is due for the educational services or materials provided. Taxes and fees are included.
  7. Payment Due Date
    • Include the date by which the payment is due.

 

Example Invoice Template

While Qualifying Service Providers can use their own invoice templates, they must ensure it includes the components listed above. Here is an example of what an invoice might look like:

 

example-invoice.jpg

 

Ensure that all invoices submitted for Utah Fits All Scholarship expenditures include all required details. This helps in processing the payment efficiently and without delays.

What do I need to know about the UFA Expense List?

The purpose of the approved expense guide is to give parents confidence that items on the list are considered approved expenses before making a purchase.

The approved expenses list is not meant to be exhaustive, and will change as the program grows.

This list will grow and evolve as the Utah Fits All Scholarship Program grows and evolves.

Some expenses may require pre-approval, as not all decisions regarding expenses have been made at this time. When needed, ACE will use our Pre-Approval Process to issue determinations and engage in consultation with the Expense Advisory Committee.

Price limitations:
You'll notice that there are no listed price-related limitations or restrictions on this expense list (including instruments). ACE's decision against listing price caps is meant to allow families the flexibility to purchase the educational items they need while exercising reason.

At times, justification may be required for expenses outside the typical dollar amount:
If an educational expense is outside the typical dollar amount for an item or service, the educational purpose is unclear, or the item does not appear developmentally appropriate, ACE may ask for a justification for the item or service and the educational benefit it provides to the scholarship student. All purchases, unless explicitly stated, are only approved for the scholarship student.

Trips, passes, tickets and memberships:
All expenses related to trips, passes, tickets and memberships must be primarily educational. Names of locations in the “locations” and “field trips” categories are meant to represent examples of locations where passes and memberships may be approved. This list is not representative of the approved qualified providers in the Utah Fits All Scholarship Program. Please refer to our Approved Provider List for a list of all approved providers who accept UFA Scholarship funds.

Don’t see an expense on the Expense List?
Educational expenses not featured on the Expense List may still be approved by submitting a Request for Pre-Approval Form through the pre-approval process starting July 1, 2024. Once the request goes through the process, if approved, the parent will be notified. See how the process works here.

PLEASE NOTE: Approval for an item or service for one scholarship student does not guarantee that the item or service will be approved for all scholarship students. ACE acknowledges that every student is unique and may have different circumstances that impact the justification of an item or service.

How can I pay private school tuition using my scholarship funds?

There are a few ways to maximize your scholarship funds by paying private school tuition. 

If the private school is not an approved qualifying provider: The scholarship family must pay tuition out of pocket, and may seek reimbursement through the ClassWallet platform. The receipt must include the following components: full legal name of the scholarship student, name of the private school, tuition amount paid, date of payment, itemized list of scholarship expenses and a description of item being paid (for example, full year tuition 2024-25 school year; OR tuition for fall semester, 2024-25 school year, etc.) 

A scholarship parent will log into ClassWallet using the link found on their ACE Access portal and toggle to the student for whom they are making the payment. They will then select, "start a reimbursement" from the student dashboard. *PLEASE NOTE: you will not be able to initiate a reimbursement if you have not linked a personal bank account. You must complete this step prior to requesting reimbursement. The scholarship parent will be asked to enter the total receipt amount and upload the corresponding document. They will then select the UFA "purse" an the category of the expense, "tuition and fees." Finally, they may review and submit.

For more information, please refer to our Help Center article titled, "What is the process for requesting reimbursement?"

 

If the private school is an approved qualifying provider: The scholarship family must receive an invoice for tuition payment from the private school. The invoice must include the following components: full legal name of the scholarship student, name of the private school, date of invoice, payment due date, an itemized list of scholarship expenses and a description of item(s) being invoiced (for example, full year tuition 2024-25 school year; OR tuition for fall semester, 2024-25 school year, etc.) 

A scholarship parent will log into ClassWallet using the link found on their ACE Access portal and toggle to the student for whom they are making the payment. They will then select, "pay vendor" from the student dashboard and type the name of the private school they would like to initiate a payment to. Once the school is selected, the scholarship parent will be asked to enter the total invoice amount and upload the corresponding document. They will then select the UFA "purse" an the category of the expense, "tuition and fees." Finally, they may review and submit. 

For more information, please refer to ClassWallet's KnowledgeHub article titled, "How to pay a vendor."

When will I have access to shop the ClassWallet Marketplace?

The ClassWallet Marketplace will be available to scholarship parents on the August 7 funding date. There are over 100 vendors that offer tutoring, art supplies, science kits, electronics and more! 

The marketplace is currently being curated for your shopping convenience. Only approved expenses will be visible through the marketplace, avoiding the confusion and frustration of placing an item in your cart that will not be approved for purchase with UFA scholarship funds. 

 

While you wait to explore our curated marketplace, please visit ClassWallet's Knowledge Hub article on how to shop the marketplace.

When will I be reimbursed for out of pocket expenses?

Our customer support team will process your request for reimbursement in ClassWallet within 7-10 business days. Once the transaction is reviewed, you will receive a notification that your reimbursement has been approved or denied.
If the reimbursement is denied, your email notification will include the reason for denial, and a link to appeal the denial. You have 10 business days to appeal the denial using the link in the email. Here is the Help Center Article that outlines the Appeals Process.
 
If the reimbursement is approved, it will be processed and you should receive your reimbursement in your linked bank account within 2-10 business days. If you do not see a reimbursement in your account within 10 business days, please contact our support team. 
 
You can find additional information on the reimbursement process in this Help Center Article: "What is the process for requesting a reimbursement?" 

What is the process for requesting a reimbursement?

Established ClassWallet Accounts for Awarded Scholarship Students

All scholarship students will have a scholarship account created for them soon after they have been notified of their scholarship award. The scholarship student's parent will receive an email that will welcome the student and parent to the UFA Scholarship Program. Families of scholarship students will have single sign on capability to access ClassWallet through the ACE Access Portal. This means the parent needs only one username and password to log into ACE Access, then may simply click a link to seamlessly transition to ClassWallet.

While the account is established for an awarded student, it will have limited functions until the account is actually funded. Before funding, families will have access to view student details and, if desired, can withdraw their application from the scholarship program. The account amount will reflect the upcoming $8,000 scholarship but families will not be able to access the full features until after the scholarship funds have been deposited into the student's account.

Once scholarship funds are deposited into ClassWallet, parents can view each student’s balance, upload invoices, initiate payments to approved providers, view previous purchases, request reimbursements and shop the digital marketplace for goods and services using their student’s funds, and more. Separate accounts are created for all students, even students who reside in the same house. Families may toggle easily between scholarship students while logged onto the platform.

ClassWallet Account Settings

Any changes to your account information must be made in your UFA profile. If you receive a pop-up screen leading you to make changes in your UFA account, please follow the direction there:

 

Please Note: Any changes to your information must be done in your Utah Fits All Account, Click Here.

If you need assistance, please contact the Utah Fits All Support Team, Click Here, or contact us at (385) 503-8327; info@ufascholarship.com.

Can costs for expenses be split between students?

Costs for scholarship expenses may not be split between students. If an item or activity is being purchased that will be used by more than one scholarship student (i.e. a Lego set or family pass to the museum), the account holder will need to select one student's account to withdraw the funds from. 

Will there be any difference in funding for families choosing to homeschool and families who want to attend a micro school or private school?

No. Each student, whether they are homeschooled or attend a private or micro school, will receive the $8000 UFA scholarship award.

Do students need to follow a schedule of classes and is funding divided between those classes?

Parents can choose the classes, textbooks, curricula, or other instructional materials that best meets the needs of their student(s). There is no requirement to follow a schedule of classes, unless you choose to contract with a private school, which agreement is between you and that provider. Scholarship funding can be used to pay a qualifying provider for attendance to their school, for online courses, or to spend in the marketplace for the curriculum of the parent's and student's choice. Funding can be used for any approved educational expense.

Can you provide examples on what scholarship funds may cover?

ACE Scholarships desires to empower parents in their educational choices for their students.  It would be impossible to create an exhaustive list of all expenditures that might be incurred in the education of a scholarship student.  What we do provide approved examples you may consider that could be funded with your Utah Fits All Scholarship funds, as well as a few that are expressly prohibited, according to the language of the law that created the program (Utah Code Annotated 53F-6 Part 4). You can find this list in the 2024-2025 Family Handbook in Appendix A on our website, ufascholarship.com. 

If you do not see an item you are considering, or that fits naturally in one of the categories, or if you are concerned about whether something will be approved, please feel free to reach out to ask. If it is an expense that can legitimately be tied to the education of your child, and it is not expressly prohibited by the law, it is likely to be approved. 

When will money be disbursed to UFA families?

Funds will be disbursed Wednesday of the first full week in August. For the 2024-25 school year, that will be August 7, 2024. 

The fiscal year begins July 1, 2024, therefore any awarded family (or waitlisted family) should retain receipts from education related expenses. Awarded scholarship students may submit receipts dated as early as July 1 for reimbursement if the expenses are approved. 

How can I access the UFA scholarship funds if my student is approved?

Once approved, all scholarship students will have a scholarship account created for them. ClassWallet is our digital wallet platform. Families of scholarship students will have single sign on capability to access ClassWallet through the ACE Access Portal. This means the parent needs only one username and password to log into ACE Access, then may simply click a link to seamlessly transition to ClassWallet. Once scholarship funds are deposited into ClassWallet, parents can view each student’s balance, upload invoices, initiate payments to approved providers, view previous purchases, request reimbursements and shop the digital marketplace for goods and services using their student’s funds, and more. Separate accounts are created for all students, even students who reside in the same house. Families may toggle easily between scholarship students while logged onto the platform.

What may UFA scholarship funds be used for?

A scholarship expense is an expense that a parent or scholarship student incurs in the education of the scholarship student for a service or goods that a qualifying provider provides. The following list describes the approved expense categories. The Utah Fits All Family Handbook has a full list of approved and prohibited expenses in Appendix A. Families are encouraged to reach out to an ACE customer service representative if they have questions about individual purchases. 

  • tuition and fees of a qualifying provider
  • fees and instructional materials at a technical college
  • tutoring services
  • fees for after-school or summer education programs
  • textbooks, curricula, or other instructional materials, including any supplemental materials or associated online instruction that a curriculum or a qualifying provider recommends
  • educational software and applications
  • supplies or other equipment related to a scholarship student's educational needs
  • computer hardware or other technological devices that are intended primarily for a scholarship student's educational needs
  • fees for the following examinations, or for a preparation course for the following examinations, that the program manager approves: 
    • a national norm-referenced or standardized assessment 
    • an advanced placement examination, or another similar assessment
    • a state-recognized industry certification examination
    • an examination related to college or university admission
  • educational services for students with disabilities from a licensed or accredited practitioner or provider, including occupational, behavioral, physical, audiology, or speech-language therapies
  • contracted services that the program manager approves and that an LEA provides, including individual classes, after-school tutoring services, transportation, or fees or costs associated with participation in extracurricular activities
  • ride fees or fares for a fee-for-service transportation provider to transport the scholarship student to and from a qualifying provider, not to exceed $750 in a given school year
  • expenses related to extracurricular activities, field trips, educational supplements, and other educational experiences

Please keep in mind that this list is not inclusive of all allowable categories and expenses, and will include any other expense for a good or service that a parent or scholarship student incurs in the education of the scholarship student and the program manager approves. Details about a pre-approval process, where families may confirm the qualification of any scholarship expenses prior to purchase, are forthcoming. 

How can I use UFA funds to purchase goods and services?

Parents have the opportunity to utilize the digital wallet platform a few different ways. The first is DirectPay, which means that parents select from a list of qualifying providers who have applied and been approved to accept funds as payment for scholarship expenses. The payment is initiated when the parent uploads the invoice from the provider, and finalized when a program specialist approves the purchase. 

Secondly, parents can shop from a curated marketplace of vendors. Some are big box stores we are all familiar with like Staples, Office Max, and Michaels and vendors that provide services or materials like online tutoring or science kits. By curating the marketplace, parents will only see items or services that are approved based on the legislation. For instance, they wouldn’t see any of the food items Staples has to offer. 

Lastly, if parents do not see an item or service on the marketplace, they may seek reimbursement by purchasing it with their own funds and submitting the receipt to be repaid from the scholarship fund. Parents may ask for pre-approval by submitting a ticket to our customer service team, describing the item and its relation to their child’s education. This allows a program specialist to provide written clarification for a parent on whether an expense would be approved before they purchase it. We are continuously working on creating guidance documents to inform and provide examples of what qualified expenses are and will release them as soon as possible.

Expenses may not be split between students. If a purchase is going to be used by more than one scholarship student, including an approved item or family pass to an approved location, the account holder must select which student's account to make the purchase from. 

A list of approved expenses is in a searchable database on our website. General approved expense categories, examples, and limitations are also in the Family Handbook Appendix A. 

I have two approved scholarship students. Can I combine their funds or transfer UFA funds from one account to the other?

No. Funds from each students account must remain separate from other accounts.  

Can I use my student’s scholarship funds to pay myself or a family member?

No. The parent of a scholarship student may not receive scholarship funds as payment for the parent's time spent educating their child. This rule extends to immediate family members as well (i.e. siblings and grandparents). 

 

Can UFA Scholarship funds to pay for services from an eligible provider, or tuition at a private school out of state?

Yes. Qualifying providers are not limited to providers in the state of Utah. If you do not see your preferred provider or school on our list of approved qualifying providers, please contact us at info@ufascholarships.com to make a referral. The Utah Fits All Scholarship Team staff will contact the provider or school, offer program information and attempt to help them onboard as a qualifying provider, making DirectPay a payment option for families. 

 

Will Utah Fits All Scholarship funds need to be reported as taxable income?

No. Funds that ACE Scholarships disburses to a scholarship account on behalf of a scholarship student do not constitute state taxable income to the parent of the scholarship student.

 

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