Forma Account

Employer-sponsored

• Why did my account balance reset?
• How do I remove my personal credit card from my Forma account?
• When will I receive reimbursement for my employer-sponsored claims?
• How Does Taxation Work? (U.S. only)
• What are expiring and maximum balances?

Pre-tax: General

• How do I add, edit, or remove dependents?
• How do I link a personal credit card to my Forma account?
• Can my dependent login/use my account?
• What happens to my FSA, LPFSA, DCFSA, Transit, or Parking benefit when I leave my employer?
• What methods do I have to spend my pre-tax funds?
• What is a balance due and how to offset it?

General

• How do I manage notifications from Forma?
• How do I change my language preference on Forma?
• How can I view what products and services are eligible under my program?
• Account registration flow
• Setting up your bank account for direct deposit (ACH payments)
• How do I update my linked bank account or back up card information?

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