When you swipe your Forma Benefits Card for eligible transactions, you must provide valid documentation for the transaction to be approved per IRS requirements. You will receive an email notification regarding the request.

For your convenience, additional documentation can be submitted by either of the following methods:

  1. Submit to our member experience team via the live chat function in your Forma portal or by sending it to support@joinforma.com, or

  2. (NEW) Submit through your Forma Portal > Accounts > Pretax Account > Upload Receipt

To submit the receipts through your Forma Portal, please follow the steps below!

  • Log in to your Forma Portal

  • Click on Accounts on the upper left

  • Select the designated pretax account you would like to upload the receipt against and click on Upload Receipt

  • Fill in the required information including the Amount, Vendor Name, Transaction Date, and Note (additional information if any) to help us better verify the transaction. Most importantly, upload the receipt!

Please be advised to upload one receipt per date and per charge. The receipt must include the following information:

  1. Vendor Name

  2. Date of the service incurred

  3. Service Name

  4. Amount

  5. *Patient Name if necessary

  6. *LMN if necessary

  7. *RX if necessary

  • Submit and you are done!

Forma Team will be notified once your receipt has been uploaded successfully. Please allow us 1-2 Business Days to review and adjudicate the transaction.

If you have any questions, please feel free to reach out to our Member Experience Team via live chat, email to support@joinforma.com, or call us at 844-902-2902.

For more information about LMN and RX, please refer to What are Rx and LMN?

Did this answer your question?