Please note: This article applies to members who have a Forma card linked to multiple spending accounts.
Occasionally, items and services may be eligible under multiple accounts. In such cases, our system may charge the incorrect account.
If the purchase amount exceeds the available balance in one account, our system will deduct from the account with the lowest funds first. Any remaining amount will then be deducted from the other account.
How do I work with Forma to fix this?
Please note that Forma can only adjust transactions within the same month they occurred. For example, we cannot adjust a June transaction in July; adjustments must be made in the same transaction month.
If you notice that the wrong spending account was charged, contact Forma Support at support@joinforma.com and include the transaction date, amount, merchant name, and item or service purchased. Including the receipt is also helpful to verify eligibility under the correct account before adjusting the balance.