Claims
- What does the status of my pre-tax claim mean?
- How to submit a non-HSA claim for a deceased employee
- How do I submit FSA claims during the run-out period?
- When will I receive the reimbursement for my pre-tax claims?
- How do I submit pre-tax claims post-termination?
- Pre-tax reimbursement claim/receipt forms
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 parking and 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?
- FSA/LPFSA/HSA eligible products and services
- Commuter benefit eligible services
- Dependent Care FSA (DCFSA) eligible services
Pre-tax Forma Card
- Will my Pre-tax Forma Card split a transaction between my pre-tax accounts?
- Pre-tax card issuing process
- 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?
- What is the receipt required notification timeline?
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 add beneficiaries to my HSA?
- How do I deposit money into my HSA?
- How do I move my current investment into a different ETF?
- 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?