🚨 December, January, and February are the busiest months here at Forma.
Please note: Responses may take up to 72 hours (3 business days) for both messaging and email December through February.
When reaching out, be sure to include all relevant questions and information. The more details you provide, the quicker we can assist you once your ticket is reviewed. Remember, many answers to common questions can be found in our Help Center!
To avoid delays, please submit only one inquiry. Multiple inquiries will restart your wait time.
For quick answers, check out our Best Practices for Pretax Accounts and Best Practices for Employee-Sponsored Posttax Accounts.
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Forma’s friendly Customer Support Team is available 24 hours a day, 5 days a week. There are two methods to reach us!
Forma Messaging
When logged in to your Forma account, you'll notice a circular button hovering in the lower right hand corner of the screen that looks like this . Click the button to bring up the search box.
Begin typing a message to the Ben E Fitz Virtual Assistant Bot. He will provide articles that may help with your question. If you still need assistance after reviewing the descriptions of the presented articles, let Ben E Fitz know you haven’t found what you’re looking for and he will connect you with an agent.
If you would like Forma Messaging to use your personal email address, rather than your work email, please enter your personal email address in the "Email" field, as shown in the screenshot below.
You can also reach us by emailing Forma Support at support@joinforma.com.
If you'd prefer the email thread to be under your personal email address instead of your work email, please contact Forma Support from your personal email. If you have a pre-tax account, make sure to use the same personal email address that is on file in your company's HR system.