This change only impacts select Forma members. All members impacted will be notified directly via email about account changes. If you have not been notified, then this change does not impact your account.
You will receive an envelope marked with the Forma logo which contains your new Forma pre-tax card. The letter inside the envelope contains information about how the cards work, key dates for the 3-day card downtime, and when/how to activate your new card. It will also include instructions on where you can manage your card and how to contact Forma Support.
The new Forma pre-tax cards will be matte black with a white Forma logo in the top-right corner. You will either see the words "HSA" or "pre-tax" under the Forma logo, depending on which pre-tax benefits you have, to help differentiate from Forma’s post-tax LSA card.
- If you only have an HSA, your card will say “HSA”
- Otherwise, it’ll say “pre-tax”
Starting on November 28, you can activate your new pre-tax card using the below instructions:
- Log into Forma and follow instructions to activate
- Once activated, this card can be used for any qualified medical expenses, just as before.
Please note that Forma will only enable the workflow for a card to be activated within Forma on Thursday, November 28. Therefore, you will not have the ability to activate your new pre-tax card prior to Thursday, November 28.