To utilize your Customer-Directed Healthcare (CDH) accounts, you can pay out-of-pocket for eligible expenses and get reimbursements afterward. Forma currently processes the reimbursements via direct deposit and this requires you to link a personal bank account to your Forma account.
If you see a message in your claim detail saying “Reimbursement failed on XX/XX/XXXX. Please check your linked accounts settings, or reach out to email@example.com for assistance."
This means that you either:
Hasn’t linked a personal bank account.
Has already linked a personal bank account but hasn’t verified it.
In these cases, please follow the instruction in “Setting Up ACH Reimbursement Payments for direct deposit” to link and verify your personal account.
What happens to my previous claims after I link my bank account?
After you link the personal bank account successfully, there is no further action needed to get reimbursed for your prior approved claims.
Forma’s system will automatically re-process those approved claims that failed to be reimbursed before you link the personal bank account. You should receive the reimbursements in no longer than 5 business days.
To learn more about the reimbursement schedule, see When will I receive the reimbursement for my pretax claims?
Feel free to reach out to Forma's Customer Support team via live chat or at firstname.lastname@example.org. You can also reach us by phone at 844-902-2902 on Monday through Friday, 8 AM EST - 8 PM EST.