A reimbursement claim allows you to get reimbursed for out-of-pocket expenses you’ve paid for an eligible product or service under one of your benefits. Be sure to keep your receipt to verify the purchase is eligible.
How do I submit a claim?
Log in to your Forma account, either from the web or through the app. Learn more: How do I submit an employer-sponsored claim for reimbursement?
What if my purchase exceeds my available balance?
If your claim amount exceeds your available balance, a reimbursement plan may be automatically created. Learn more: How do reimbursement plans work?
Note: A reimbursement plan will only be created if this feature is enabled by your program. For more details, refer to your company’s Program Policy.
How long does the approval process take?
Claims are typically reviewed within 2-3 business days by the Forma team. You’ll receive an approval or rejection notification via email. You can also track the status of your claim on the claims page in your Forma account (online or on the app).
How and when will I be reimbursed?
The method and timing of your reimbursement depends on your employer. Please check your company’s program policy for more details. You can find a link to your program policy in the dropdown menu at the top-right corner of your Forma web account.