Follow the steps below to reimburse yourself after making HSA-eligible purchases out-of-pocket:
- Log in to your Forma account
- Select “Benefits” from the menu at the top of the screen
- Select your HSA
- Open the “Manage HSA” dropdown and then select “Reimburse myself”
- Enter the required information
- Select “Save and continue”
- Review the details and select “Confirm & submit”
- Confirm funds for reimbursement
7. Select “Confirm & submit”