This timeline is for employees with employer-sponsored accounts. For pre-tax benefit reimbursement timeline, refer to When will I receive the reimbursement for my pre-tax claims?
You can be reimbursed for eligible expenses by filing claims from your Forma account on the web or from the Forma app. Claims are reimbursed via direct deposit or payroll, depending on your company’s setup.
Direct Deposit
If your company issues reimbursements through direct deposit, you must link a personal bank account to your Forma account to receive reimbursement payments. If you do not link a bank account, your reimbursements cannot be processed.
If you're expecting a reimbursement but haven't received it, verify that your linked bank account shows a Connected status in Forma. If it is not connected, follow the instructions in How do I link my bank account for direct deposit reimbursements to complete the setup process.
Once your eligible claim is approved, reimbursement is sent via direct deposit. Forma processes approved reimbursements on Mondays and Thursdays, and funds are typically deposited into your linked bank account within 5 business days of the processing date. If your account was recently linked, your reimbursement may take longer to arrive.
- Submitted: Your claim has been received by Forma and is awaiting review.
- Approved: Your claim has been reviewed and approved for reimbursement.
- Processing: Your reimbursement has been scheduled for payment and is expected to be processed on the next Monday or Thursday.
- Reimbursed: Your reimbursement has been processed and is typically deposited into your bank account within 5 business days of the processing date.
Payroll
For more information on the reimbursement timeline, please refer to the claims payout schedule within your company's Program Policy.