When you pay out-of-pocket for eligible expenses, you can file a claim from your Forma account online or on the app.
To file a reimbursement claim on the web:
- Log in to your Forma account
- Navigate and click on the ‘Claims’ tab
- From the claims page, click 'New Claim'
- Complete all information on the claim form
- Select your account - select an account from the dropdown menu
- Amount - enter the purchase amount
- Merchant or provider - enter where or whom you purchased the item from
- Search or choose a category - select the category that best describes the item or service you purchased
- Purchase date of the receipt - use the calendar to select the purchase date. Purchase date must be in the past
- Description - enter a short description about the item
- Upload receipt(s) - attach a receipt or other documentation that provides proof of purchase. Please make sure that your item name, purchase date, and purchase amount are visible on the receipt. If available, please also have your name on the receipt.
If your claim includes attestation language, it will be shown on the claim form. By clicking 'Submit,' you acknowledge that you have read, understood, and agree to the terms of service.
- Click “submit” when you’re ready to file your claim.
Claims are typically reviewed by the Forma team in 2-3 business days. An approval or rejection notification will be sent via email. The status of your claim can also be tracked on the claims page in your Forma account online or on the app.