If you've paid out-of-pocket for eligible post-tax expenses, you may qualify to receive money back via reimbursement claim. Eligibility is determined by your company's program policy. With any eligible transaction, make sure to keep the receipt for verification purposes.

To get started, navigate to the Claims tab in your Forma account. Click on the File a New Claim button. Fill in the form, attach a receipt, and you're done!

If you have a large, pre-paid eligible expense, you may use the reimbursement plan feature to simplify the process. Typical expenses that may qualify include:

Setting up a Reimbursement Plan is as easy as filing a one-time claim.

You'll fill out the claim information here. When entering the amount, you'll enter the total amount of the item or pre-paid membership and you'll see the reimbursement plan notification pop up automatically, like the one below.

And... that's it! You will be be reimbursed in accordance with your company's reimbursement schedule.

A reimbursement claim is usually reviewed within 2-3 business days. An approval or rejection notice will be sent via email. You may also track the status of the claim from the Claims page. 

Reimbursement method and timeline is dependent on your company; you will either be reimbursed on your paycheck or via direct deposit. Please refer to your company's program policy for details. You can find your program policy under the dropdown menu in the upper right hand corner of your screen when you are logged into your Forma account.

For any additional questions, please feel free to reach out to support@joinforma.com or via live chat through the icon in the bottom right hand corner of your screen.

*Please note that not all companies may offer reimbursement plans. Please check your program policy for details and eligibility.