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  1. Forma
  2. Getting Started
  3. Navigating your Forma Account

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?
  • How do I add or edit my backup payment card?
  • How do I manage notifications from Forma?
  • Why did my account balance reset?
  • Where can I find more information about my pre-tax Forma card?
  • Can I use my Forma card when traveling outside of the US?
  • How do I remove my personal credit card from my Forma account?
  • Can my dependent login/use my account?
  • How to find your CVV for the virtual Forma Card
  • How do I upload receipts for my pre-tax card transactions?
  • How do I update my billing address for the Forma Card?
  • How can I view Forma Store purchase and subscription history?
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