This article explains how to order a new Pre-tax Forma card for the first time and how to order a replacement pre-tax Forma card.
Order your Pre-tax Forma card for the first time
To order a new Pre-tax Forma card for the first time, follow the steps below.
Step 1: Log in to your Forma account and navigate to ‘View or edit profile’ by clicking on your profile in the upper right corner
Step 2: Select “Pre-tax Forma Card” from the side menu
Step 3: Click "Order new card"
Step 4: Select the card holder, enter your phone number, and confirm your mailing and billing addresses. For more information on how to update your mailing address, see How do I add or update my mailing address?
Step 5: Review the details and click "Submit order."
Your new card will arrive in 2-4 weeks in a plain white envelope.
Tracking your Pre-tax Forma Card delivery
Unfortunately there is no tracking number associated with your card at this time. You can expect to receive your card in the mail within 2-4 weeks. If you don’t receive your card within that timeframe please feel free to contact Forma Support at support@joinforma.com or via live chat within the portal.
Order a replacement Pre-tax Forma card
To order a replacement Pre-tax Forma card, follow the steps below.
Step 1: Log in to your Forma account and navigate to ‘View or edit profile’ by clicking on your profile in the upper right corner
Step 2: Select “Pre-tax Forma Card” from the side menu
Step 3: Select "Replace Card"
Step 4: Select the reason why you're ordering a replacement card. Confirm your mailing address, then select “Order replacement card.”
Your new card will arrive in 2-4 weeks in a plain white envelope.
Tracking your Pre-tax Forma Card delivery
Unfortunately there is no tracking number associated with your card at this time. You can expect to receive your card in the mail within 2-4 weeks. If you don’t receive your card within that timeframe please feel free to contact Forma Support at support@joinforma.com or via live chat within the portal.