When you enroll in pre-tax benefits, Forma will mail you a Pre-tax Forma Card to your primary address (or mailing address if you’ve added it on Forma).
There are times when the Forma card needs to be re-issued due to banking regulations.
Your Pre-tax Forma Card will be reissued if you have an HSA but enroll in a new non-HSA pre-tax benefit during the plan year. For example:
- You have an HSA and elect a Limited Purpose FSA (LPFSA) following a qualifying life event
- You have an HSA and elect a Dependent Care FSA (DCFSA) following a qualifying life event
- You have an HSA and enroll in Commuter (Parking or Transit) benefits