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  1. Forma
  2. Getting Started

Getting Started

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?
See all 16 articles

Account Setup & Troubleshooting

  • 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
  • How can I get in touch with Forma?
See all 12 articles

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?
See all 12 articles

Pre-tax 101

  • What pre-tax account combinations am I eligible for?
  • Contribution, carryover, and catch-up limits 2024/2025
  • 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?
See all 25 articles
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