Quick answer

Start with the approved services and the actual account transactions. Separate the cost billed, aid applied, amount authorized by the California Department of Rehabilitation (DOR), payment received, and remaining disputed amount. A calculation can clarify a disagreement without resolving the legal entitlement.

What to do

  1. Use one row for each term and expense category.

  2. Match every charge, award, authorization, payment, and refund to a dated document.

  3. Separate loans, grants, merit awards, and personal payments; do not combine unlike sources.

  4. Mark disputed deductions or missing payments and ask for the rule and calculation used.

  5. Request a specific correction or written decision, supported by the reconciliation.

Limits and deadlines

Federal rules distinguish comparable benefits and merit awards. California funding rules must be read consistently with controlling federal requirements.

9 CCR 7311 ordinarily requires prior written authorization, with a specified emergency verbal-authorization process. It says DOR is not required to pay for unauthorized goods or services. A receipt alone does not establish authorization or entitlement to reimbursement. Preserve any disputed authorization evidence and review deadlines.

Your next step

Reconcile tuition and education payments — free worksheet.

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