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 and the transaction will be rejected.. You will need to provide the supporting documents to Forma, or you’ll be required to pay back the amount.
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)