There are three ways to spend your pre-tax benefits money:
Pay out-of-pocket and file a claim for reimbursement
You can file a claim for purchases made out-of-pocket to be reimbursed from your pre-tax account.
You’ll be reimbursed via direct deposit 5-7 business days after your claim is approved to the personal bank account you’ve linked to Forma. For instructions on how to link your bank account to receive reimbursements, refer to the article Setting up your bank account for direct deposit (ACH payments)
Use your Pre-tax Forma Card in-store
The Pre-tax Forma Card can be used at any eligible merchant to purchase pre-tax eligible items.
Buy directly from pre-tax stores online
Log in to Forma, select Benefits from the top navigation bar, choose either your FSA or HSA, then click the “Manage FSA/HSA” dropdown, then select “Go to FSA/HSA store”
The stores listed are third-party vendors who carry eligible FSA/HSA products. Once directed to a specific store, you would handle transactions with the vendor directly, using your Pre-tax Forma Card or personal card at checkout.
