Dependent cards can be ordered on or after the plan effective date. Please note that dependents are only eligible to be covered under HSA, FSA, LPFSA, and DCFSA accounts. Commuter benefits are only eligible for the account holder.
Dependents must be 18 years of age or older to receive a Pre-tax Forma card.
NOTE: If you're requesting an HSA only card, the card will display your name, not your dependents name. If requesting a card that includes an FSA benefit, the card will display your dependent's name.
You can request one card per dependent.
Step 1: Log in to your Forma account and navigate to ‘View or edit Profile’ by clicking on your name in the upper right corner
Step 2: Select “Pre-tax Forma Card”, then select “Order New Card”
Step 3: If this person has already been added as a dependent, use the dropdown menu to select them as the ‘card holder.’ If this person is not added as a dependent yet, select “Add new dependent” and complete the requested information.
Step 4: Click ‘Review’ to take a final look at the details
Step 5: Once satisfied with the card details click ‘Submit order’ to request a new card
View dependent information
To view dependent information on Forma:
Step 1: Log in to your Forma account and navigate to ‘View or edit Profile’ by clicking on your name in the upper right corner
Step 2: Select “Dependents"
To modify dependents on Forma, refer to the article How do I add, edit, or remove dependents?