What Documentation Do I Need to Keep for PEP Reimbursement?
What This Guide Covers
This page explains, in plain language, the kind of documentation people generally keep when asking for reimbursement through Florida's Personalized Education Program (PEP). PEP Pilot is not affiliated with Step Up For Students. This is not legal, tax, or financial advice.
Why Documentation Matters
Reimbursement programs like PEP usually ask families to show what was purchased, when it was purchased, and how it connects to an approved purchasing guide category. Good records make it easier to explain a purchase later if the program asks questions.
General Documents Families Often Keep
- A receipt or invoice that shows what was bought
- The date of the purchase
- A description of the item or service
- Something showing how the purchase fits a published purchasing guide category
- Any notes connecting the purchase to the student's education plan
What We Don't Know
We were not given the exact list of required documents, deadlines, or dollar limits for PEP reimbursement in this material. Requirements can change and can vary by category. Always confirm current requirements directly with Step Up For Students or the official PEP program before submitting a reimbursement request.
Not Legal, Tax, or Medical Advice
This guide is general information only. It is not legal, tax, or medical advice. Check with a qualified professional or the PEP program administrator for guidance specific to your situation.
What to Do Next
The free PEP Pilot tool can read your own purchase description or document and the numbers you provide, help you check it against the published purchasing guide categories, and help you draft a reimbursement note. It does not replace confirmation from the official program.