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How do I submit a pre-tax claim for reimbursement?

  • Updated

If you pay out-of-pocket for eligible pre-tax expenses, you can submit a reimbursement claim through your Forma account on the web or mobile app.

How to submit a claim

  1. Log in to Forma, navigate to Claims, and select New Claim.
  2. Select the appropriate pre-tax benefit. Required fields may vary based on your selection, so choosing the correct account first will help avoid re-entering information later.
  3. If you have not yet linked a bank account for direct deposit, you’ll be prompted to do so before submitting your claim. This is required to receive reimbursement. If you’ve already linked an account, you won’t be prompted again.

Enter claim details

Complete the following information on the claim form:

  • Amount: The amount you are requesting for reimbursement
  • Merchant or Provider: Where the purchase was made
  • Category: The type of expense
  • Service Recipient (Claimant): The person who received the product or service. How do I add, edit, or remove dependents?
  • Service Start Date: Date of purchase or start of service
  • Service End Date: End date of service or product (required for Dependent Care FSA claims)
  • Description: A brief summary of the expense

Upload documentation

Attach a receipt or supporting documentation that includes:

  • Claimant name
  • Merchant or provider
  • Description of the service or item
  • Date of service
  • Amount

If submitting a claim for a dependent, ensure they are added to your Forma account. How do I add, edit, or remove dependents?

Additional requirements:

  • Letter of Medical Necessity (LMN): May be required for FSA or LPFSA claims
  • Prescription (Rx): May be required for FSA or LPFSA claims

If you do not have an itemized receipt for a Dependent Care FSA (DCFSA) or Commuter expense, you may complete a reimbursement form and submit it with your claim. Pre-tax reimbursement claim/receipt forms

Submit your claim

  1. Check the box confirming:
    “I have read, understood, and agree to the above attestation.”
    (Note: The attestation language may vary depending on the benefit type.)
  2. Click Submit.

What happens next

  • Forma will review your claim within 2–3 business days
  • You’ll receive an email notification once your claim has been reviewed
  • If your claim is rejected, the email will include details on why

If your claim is approved and your bank account is linked:

  • Reimbursements are processed twice weekly (Sundays and Wednesdays)
  • Payments are issued via direct deposit on Tuesdays and Fridays

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