When you pay out-of-pocket for eligible pre-tax expenses, you can file a claim from your Forma account online or on the app. Forma uses direct deposit to reimburse approved claims, so you must link your personal bank account to be reimbursed.
On your Forma account, check the claims details page for a message that says “Reimbursement failed on MM/DD/YYYY. Please check your linked account settings or reach out to firstname.lastname@example.org for assistance.”
If you receive this message, it means you either:
- Haven’t linked a bank account yet
- Or you linked linked a bank account but haven’t verified it
Learn more about linking your bank account: Linking your bank account for direct deposit reimbursements
What happens to previously approved claims once I link my bank account?
Once you link your bank account, any pending reimbursements will be processed automatically. There’s nothing you need to do. You should receive reimbursements no later than 5 business days after you link your account. Learn more about Forma’s reimbursement schedule: When will I receive my reimbursement for pre-tax claims?