If you paid for eligible pre-tax transit expenses out of pocket, you can submit a manual claim in Forma to request reimbursement.
To help your claim process smoothly, make sure your supporting documentation clearly shows the required information.
What information is required?
Your receipt or supporting documentation must include:
- Date of service - The date the transit expense was incurred.
- Merchant - The transit agency, transportation provider, or other merchant where the expense was purchased.
- Amount paid - The exact amount you paid for the expense.
Also, please note the following must be true:
- Work-related expense - The expense must be for transportation to or from your workplace.
- Employee expense - The expense must have been incurred by you. Expenses paid by or for a spouse or dependent are not eligible.
If you paid for the expense out of pocket, upload your documentation when submitting a claim in Forma.
Examples of acceptable documentation
The following are examples of documents you may use to support your transit claim. Your documentation must clearly show the required information listed above.
Emailed Transit Receipt
An emailed receipt from a transit agency or transportation provider can be used as supporting documentation. Make sure the email or attached receipt clearly shows the date of service, merchant, and exact amount paid.
Transit Statement
A transit account or payment statement may be used if it clearly identifies the transit provider, applicable service or transaction date, and amount paid.
Mobile Screenshot
A screenshot from a transit app or mobile account can be used if it clearly shows the merchant, date of service, and amount paid. Make sure the screenshot includes enough information to verify the expense.
Bank Statement
A bank statement may be used to support your claim if it clearly shows the merchant and exact amount paid.
Note: Bank statements that include multiple service dates are acceptable, as long as the statement clearly shows the applicable transit transactions, merchant, and amount paid.
Make transit purchases easier with your Forma Card
Use your pre-tax Forma Card to directly pay for eligible transit expenses and avoid submitting manual claims.
- Autoload your transit card: Use your Forma Card to set up automatic reloads for transit cards, such as a Clipper card.
- Pay with your mobile wallet: Add your Forma Card to a supported mobile wallet and use it to pay for eligible transit expenses at participating points of sale. [How to add my card to my mobile wallet]