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.
To file a reimbursement claim:
Log in to Forma (on the web or mobile app), then go to Claims and click “New claim.”
Enter the following information about your purchase:
- Merchant or Provider
- Purchase or start date
- Purchase or end date
- Upload Receipts
If you’ve already linked your bank account to be reimbursed via direct deposit, you’ll also see the following information at the bottom of of the claim submission screen:
Once you submit your claim, Forma will review it within 48 hours. Once reviewed, you’ll receive an email notification regarding the status of your claim.
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.
If your claim is rejected, the email notification will give you more information about why.