Sometimes receipts are required for all card transactions. Please refer to your company's Program Policy to see to see if this is the case.
If a merchant sells a wide variety of products, Forma may be unable to verify the eligibility of the purchase at point of sale. Examples of these merchants include:
- Amazon
- Costco
- Walmart
- REI
- Target
You will get a text and email notification, and can upload your receipt via the Forma app or online. We typically review within 24-48 hours. Should a receipt be required for a card transaction, please make sure all transaction details, as outlined on your company's Program Policy, is visible on the receipt.
Important: To substantiate a card transaction, a receipt must be uploaded directly to the transaction and not be submitted as a reimbursement claim.
If you’ve purchased an item that’s ineligible, you’ll need to connect a personal credit or debit card to Forma so we can charge you the ineligible amount.
If you do not upload a receipt or pay with a personal card within 90 days, all associated accounts linked to the Forma Card will be temporarily blocked across all spending channels, including the Forma Card, Forma Store, and claim submissions.