After you pay out-of-pocket for an eligible product or service for one of your benefits, you can file a claim to be reimbursed. Make sure to keep your receipt to help verify the purchase is eligible.
How do I submit a claim?
Log in to your Forma account online or on the app and go to Claims and click “New Claim.” Then fill out the information and file the claim.
What if my purchase is more than my available balance?
If you file a claim for an amount that exceeds your benefit’s available balance, it may automatically create a reimbursement plan. Learn more: How do reimbursement plans work?
Note: A reimbursement plan will only be created if this feature is enabled for your program. Please refer to your company's Program Policy for more information.
How long is the approval process?
Claims are typically reviewed by the Forma team in 2-3 business days. An approval or rejection notification will be sent via email. The status of your claim can also be tracked on the claims page in your Forma account online or on the app.
How and when am I getting reimbursed?
Reimbursement method and timing depends on your employer. Check your company’s program policy for more details. You can find a link to your program policy under the dropdown menu in the upper right hand corner when you are logged into your Forma account.
