How do I submit an employer-sponsored claim for reimbursement?

When you pay out-of-pocket for eligible expenses, you can file a claim from your Forma account on the web or in the app.

Submitting a receipt with a different currency

Claims must be submitted in the currency displayed on your Forma account. If your receipt is in a different currency, please convert the amount to your account currency and enter the equivalent value to ensure the correct reimbursement is approved. If Claims Assist is enabled, be sure to manually update the amount auto-filled from your receipt to reflect the correct converted amount.

File a claim from the web

Note: If Claims Assist is enabled for your account, you’ll only need to manually fill in the fields marked with an *

1. Log in to your Forma account
2. Select the ‘Claims’ tab
3. From the claims page, click '+ New Claim'
   • NOTE: If your company offers direct deposit and you’re located in the U.S., you’ll be prompted to link a bank account before submitting a claim if you haven’t already done so. Linking your bank account ensures you receive reimbursements for approved claims. If you’ve previously linked an account, you won’t be asked to do it again.
4. 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 a policy acknowledgment, 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.

5. Click “submit” when you’re ready to file your claim.

File a claim from the app

1. Log into the Forma app
2. Select "Claims" on the bottom menu
3. Select "New Claim"
4. Complete all information on the claim form
   • Account - select an account from the dropdown menu
   • Merchant or provider - enter where or whom you purchased the item from
   • Claim amount - enter the purchase amount
   • Description - enter a short description about the item
   • Category - select the category that best describes the item or service you purchased
   • Purchase date (on receipt) - use the calendar to select the purchase date. Purchase date must be in the past
   • Add 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

5. 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 on the web or in the app.