HSA account statements are provided for free each quarter, and you can view your past statements online at any time.
Paper Statements
If you'd like to receive a hard copy of your HSA account statement in the mail, please follow these steps:
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Log into your Forma account
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Go to Accounts → Health Savings Account → Manage HSA → Pay Myself
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Go to Account Resources → Statements
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Click "Delivery Preferences"
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Change your delivery preferences to Electronic & Paper. (Paper statements will be mailed to the mailing address on file)
Electronic Statements
A quarterly statement will be generated by the 10th of the month for the prior quarter's activity. You can download an electronic statement by following these steps:
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Log into your Forma account
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Go to Accounts → Health Savings Account → Manage HSA → Pay Myself
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Go to Account Resources → Statements
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Click on one of your recent statements to download a PDF copy
**If you're simply looking for a list of recent transactions, please follow steps 1 & 2 above and then click "Transactions"**
If you have any questions about this, please reach out to our Member Experience Team at support@joinforma.com or send us a live chat message through your Forma mobile app!
For questions regarding pre-tax accounts (HSA, FSA, DCFSA, etc.) you can also reach us by phone at 844-902-2902 Monday through Friday, 8 AM EST - 8 PM EST. We're here to help!