If we need you to upload a receipt for us to verify that a card transaction is eligible, you’ll receive a series of email notifications:
- First email request: After the transaction was made and posted
- Second request: 30 days after the first request
- Final request: 30 days after the second request
If you fail to provide supporting documents 30 days after the final request, your Forma Card will be temporarily locked from the account and the transaction will be rejected. A balance due will be created under the account.
If the transaction is rejected but you have documentation to substantiate the transaction, please submit a claim with those documents. In the description, make a note that the claim is to substantiate your transaction. You won't be reimbursed for the claim, but it will remove the balance due and unlock your card.
If you don't have documents to substantiate a rejected transaction, refer to the article What is a balance due and how to offset it?
What information must be included in the supporting documents?
Supporting documents can be in the form of a purchase receipt, itemized statement from a provider (pre-tax), or explanation of benefits from an insurance carrier (pre-tax). All documentation must include:
- Service or item name
- Service date
- *LMN (if necessary)
- *RX (if necessary)