When you pay out-of-pocket for eligible pre-tax expenses, you can file a claim from your Forma account on the web or from the mobile app.
To file a reimbursement claim:
1. Log in to Forma, navigate to Claims and select “New claim.”
2. Select the appropriate pre-tax benefit first, as the required information may vary based on your selection. This will help you avoid having to re-enter claim details later.
3. If you have not linked a bank account to receive reimbursements via direct deposit, you will be prompted to do so before you can file a pre-tax claim. Linking a bank account is required to ensure you receive reimbursements for approved claims. If you've previously linked a bank account, you will not be asked to link the account again.
4. Complete the following information on the claim submission form:
- Amount - the amount you are claiming
- Merchant or Provider - where you made your purchase
- Category - the category of the purchase
- Service Recipient/Claimant - the name of the person who received the product or service
-
Service start date- purchase date of product or start date of service
- start and end date are required for Dependent Care FSA claims
-
Service end date - end date of service or product
- start and end date are required for Dependent Care FSA claims
- Description - short description of the purchase
-
Upload Receipts - attach a receipt or other documentation that provides proof of purchase. Please ensure the proof of purchase includes the following:
- Claimant name
- If you are submitting a claim on behalf of a dependent, confirm they were added as a dependent within your Forma account. For instructions on how to add a dependent, refer to the article How do I add, edit, or remove dependents?
- Merchant or Provider
- Purchased Service or Item
- Service date
- Amount
- *LMN (if necessary) - for FSA or LPFSA only
- *Rx (if necessary) - for FSA or LPFSA only
- Receipt examples:
- Claimant name
If you pay out of pocket and don't have an itemized receipt for your DCFSA or Commuter purchase, you can complete a reimbursement form and submit it along with your claim. Learn More: Pre-tax reimbursement claim/receipt forms
5. Submit your claim. Forma will review it within 2-3 business days. Once reviewed, you’ll receive an email with the status of your claim. If your claim is rejected, the email notification will give you more information about why.
If your claim is approved and your bank account is linked you’ll be reimbursed via direct deposit within 2-3 business days. Forma processes reimbursements on Sundays and Wednesday with payouts on Tuesdays and Fridays.