2024 Account Changes: Forma Bank Transition
- If I moved my HSA as part of the banking migration, what tax implications do I need to keep in mind?
- If I did not sign the agreement by the deadline but still want an HSA with Forma, what steps can I take?
- What steps will I, as an HSA member, need to take after I receive the email to agree to new terms?
- Does the banking migration impact HSA members who are currently undergoing CIP?
- What happens as an HSA member who does not sign the agreement in time?
- Will I still earn interest on my HSA during the migration period?
Employer-sponsored
Pre-tax: General
- Pretax Account Best Practices
- 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?
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 for direct deposit?