Navigating your Forma Account
- Best Practices for Employer-Sponsored Post-Tax Accounts
- Best Practices for Pre-tax Accounts
- What are the different ways to log in to Forma?
- How can I check which items or services are eligible under my Forma accounts?
- How do I add or update my mailing address?
- Where can I see what's eligible?
Account Setup & Troubleshooting
- Can I increase or decrease my FSA election after a Qualifying Life Event (QLE)?
- How do I set up my Forma account?
- How do I link my bank account for direct deposit reimbursements?
- How do I update my linked bank account for direct deposit?
- How do I link a personal card to my Forma account?
- Troubleshooting common browser issues
Filing Claims & Getting Reimbursed
- What are reimbursement claims?
- How do I submit an employer-sponsored claim for reimbursement?
- When will I receive reimbursement for my employer-sponsored claims?
- How do I submit a pre-tax claim for reimbursement?
- When will I receive the reimbursement for my pre-tax claims?
- What information do I need to submit a claim for medical travel expenses?
Pre-tax 101
- What pre-tax account combinations am I eligible for?
- Contribution, carryover, and catch-up limits 2025/2026
- Why are only some of my pre-tax benefits funded at the beginning of the year?
- How Does a Health Care FSA (FSA) Work?
- How does a Limited-purpose FSA (LPFSA) work?
- How does a Dependent-care FSA (DCFSA) work?