Claims
- What's does the status of my pre-tax claim mean?
- How to submit a non-HSA claim for a deceased employee
- How does the run-out period for my FSA work?
- When will I receive the reimbursement for my pre-tax claims?
- How do I submit pre-tax claims post-termination?
- FSA reimbursement claim/receipt form
Commuter
- Can I transfer money between my Parking and Transit benefits?
- Can my commuter balance from an old provider transfer to my Forma Commuter benefit?
- How do I manage my pre-tax commuter elections on Forma?
- How do I submit a transit reimbursement claim for my Uber/Lyft expense?
- How can I pay for transit expenses using Forma?
Eligibility
- HSA eligibility
- Is OneMedical Membership Fee FSA/HSA eligible?
- Are over-the-counter medications eligible expenses under my FSA or HSA?
- Pre-tax eligible products and services
- Commuter benefit eligible services
- Dependent Care FSA (DCFSA) eligible services
Forma Card
- When will I receive a new pre-tax Forma card?
- Where Can I use my HSA card?
- What does my Pre-tax Forma Card look like?
- Is the Pre-tax Forma Card chip-enabled?
- How do I update my pre-tax Forma Card PIN?
- Why was my Forma pre-tax card declined?
Funding
General
- How do I add, edit, or remove dependents?
- What combination of pre-tax accounts can I have?
- Can my dependent login/use my account?
- How Does a Health Care FSA (FSA) Work?
- How Does a Limited Purpose FSA (LPFSA) Work?
- How does a Dependent Care FSA (DCFSA) work?
HSA
- How do I liquidate my Forma HSA investments?
- How do I transfer my HSA funds to Forma myself from another HSA account?
- How do I transfer Forma HSA funds to another HSA account?
- What are the different ways I can transfer HSA money into Forma?
- Can I save my HSA receipts in Forma?
- How do I reimburse myself with my HSA money?