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Pre-tax card issuing process

  • Updated

After you enroll in pre-tax benefits through your employer, that information will be sent to Forma and we’ll begin issuing your pre-tax card. For more information on timing, refer to the article When will I receive a new pre-tax Forma card?

Non-HSA cards

Once we receive your enrollment information from your employer we’ll send you an email asking you to confirm the following information:

  1. Legal name
  2. Mailing address
  3. Phone number (if provided)

If the information within the email is correct, click the “Yes, this info is correct” button and your card will be issued and mailed to that mailing address.

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What if the information in the email is incorrect?

You can reply to support@joinforma.com requesting that the incorrect information be updated.

You should also reach out to your HR team to request those updates be made in your Benefit/HR system. Changes made by Forma Support will be reverted to the information in your HR system. 

What if I miss the first email Forma sends?

If you haven't confirmed your address, Forma will send the address verification email to you weekly until the program start date. After the program start date you will be able to request your pre-tax Forma card from your account.

 

HSA-only cards

We won’t automatically send you an HSA-only card, so we’ll instead send you an email letting you know that you can request it. The email will be sent when:

  1. The plan year has started
  2. Customer Identification Program (CIP) has been passed
  3. Your HSA has been opened

The email will prompt you to log in and request your HSA card. For instructions on this process, refer to the article How do I request a new Pre-tax Forma card?

Email when your card is on the way

Regardless of which benefits you enrolled in, you’ll receive an email from Forma confirming that your pre-tax card is on the way. This happens after you have:

  1. Confirmed your information from the Forma email or
  2. Logged into Forma to order your pre-tax card

The email will be sent to the person who is receiving the card, either you or your dependent. Please note that FSA cards can be issued in the member or dependent’s name, but the HSA card can only be issued in the member’s name.

You should receive your pre-tax card in a plain, white envelope in 4-6 weeks.

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