Forma will not be adjudicating HSA claims. Filing the claim is only for record-keeping purposes. We always encourage for you to keep the receipts to avoid future tax headaches.
To get reimbursed for your HSA expenses, please see the following instruction to "Pay Yourself".
1. Log into your Forma Portal.
2. Go to Accounts → Health Savings Account → Manage → Pay Myself.
3. You will be directed to a new page that shows your HSA Account Details.
Select HSA Bill Pay.
4. Fill in all the information needed and submit the payment request.
For all HSA eligible purchases and services, please use the Pay Myself function to get reimbursements instead of filing a new claim.
Forma strives to be your official HSA record keeper. We're happy to provide you with storage of your documents to have proof of compliance with IRS regulations. You can simply save your claims or card transaction details by adding expenses in the HSA account section for any future tax inquiries.
Of course, you can keep track of your expenses history at the bottom of your HSA account page.
Meanwhile, we still encourage you to create another digital or physical file folder to keep a backup of those receipts on your own.
If you do not see the option or have any questions, please reach out to our Member Experience Team at firstname.lastname@example.org, call us at 844-902-2902, or send us a live chat message from your Forma portal. We are here to help!