This guide helps employees submit their DCFSA claims with confidence. It explains what’s required for a successful submission and outlines common reasons claims are denied—so employees can avoid delays and get reimbursed faster. Download the DCFSA Claims Guide and share it with your employees to help them stay informed and confident throughout the submission process.

When you pay out-of-pocket for eligible expenses, you can easily submit a claim through your Forma account—on the web or mobile app. Watch the videos below for a step-by-step guide to submitting both pre-tax and post-tax claims.

Share this flyer with your employees to help them get the most out of their pre-tax Forma Card. These quick tips can help avoid transaction issues and boost the chances of card approval.

This guide helps employees submit their FSA claims with confidence. It also explains key terms like LMNs and EOBs, when they’re needed, and common reasons claims get denied—so employees can avoid delays and get reimbursed faster.

Supporting Your Employees, Every Step of the Way. Forma’s Support team is here to help your employees with anything they need—from account setup to benefit questions—so they can get the most out of their Forma experience, hassle-free.

Inform your employees about what to expect from Forma Welcome Emails.

A complete outline of file types and data specifications for Forma files.

Download a comprehensive list of emails that may be sent from Forma to employees or customer administrators. The email matrix contains the following information: subject line, type, and description.

Forma's third-annual 2025 Lifestyle Spending Accounts benchmark report serves as the definitive guide for benefit leaders. This report provides insights into how 600k employees from over 275 companies in 110 countries use their LSAs.

The Forma Card can be used to purchase eligible products and services anywhere Visa is accepted. Share this flyer with employees to help them understand the advantages of using their Forma Card to make the most of their benefits.

Forma provides pre-tax communication collateral for you to use to support your launch. A multi-touch approach is key to drive engagement and launch successfully. The Forma communication packet includes materials you can use prior to launch to gain excitement, a call to action to sign up, and in-depth overviews for using Forma. Download each template and customize it to fit your organization.

The Pre-tax open enrollment guide is here! Inside you will find the latest information and resources designed to make your Open Enrollment (OE) season as smooth as possible.

Spending Accounts offer much-needed efficiencies in terms of capital allocation and administration efforts. The benefit reduces the number of vendors and program costs - as well as simplify processes across legal, payroll, IT, and other functions. What's more, Spending Account funds are notional so the company only pays the claims when employees use the benefit. Get help understanding what different Spending Account are, how they work, and why they're important. We've broken down in detail what to include in a given account by category, top items covered within the category, and data for the number of customers using the option - as well as compliance and tax parameters.

We’re inching closer to the end of the year and in the benefits world that means two things: open enrollment for 2024 and using every last bit of your pre-tax money that expires at the end of 2023. As we gear up to help you and your employees navigate these crucial months, check out what’s new from Forma.

Our monthly recap highlighting our latest product updates, what’s coming up, and anything else we think you might be excited about.

In a recent product update webinar, the Forma team unveiled updates that are coming this Fall 2023. Read on to see the latest straight from the Forma product teams!

Changes to Forma's pre-tax claims experience is happening on Monday, October 2. Employees without a bank listed to their Forma account will be unable to file new claims until they link and verify a bank.

We have an exciting update to Forma Admin that’ll make sending your Demographic, Contribution, and Election Files faster and easier. Now, after your files are reviewed, you can preview any warnings or errors we find directly from Forma Admin and get instructions on how to fix them.

We’ve added functionality so employees can edit or delete any of their pending claims directly from their Forma account.

Help employees understand how to submit their claims from their computer or on the go with the Forma app.

Help your employees access their benefits on the go with the Mobile app. Featuring QR codes for both Google Play and the Apple Store, this flyer highlights just how easy it is to check account balances, file claims, track transaction histories, and get support in real time.

Access the conjoint analysis report surveying employees on how they perceived the value benefits of flexibility and choice.

Gain insight into the LSA market and why the benefit is mission-critical.

Download this report to gain insight into the flexible benefits landscape and benchmarking data to build helpful to build a competitive benefits program.

Help employees understand how they can spend their benefits with this collection of flyers.

Help employees understand the benefits of shopping the Forma Store with these resources.

A customizable guide covering everything from how employees can log in and access their benefits, to how to spend their benefit funds and submit claims.

Forma provides communication collateral for you to use to support your launch. A multi-touch approach is key to drive engagement and launch successfully. The Forma communication packet includes materials you can use prior to launch to gain excitement, a call to action to sign up, and in-depth overviews for using Forma. Download each template and either use it as is, or customize it to fit your organization.

Our in-depth Commuter benefit guide walks you through all the details, from what the process looks like, to best practices, to program notifications that your employees may receive.

Help your employees make informed decisions about what pre-tax plans best suit their needs with this collection of downloadable flyers.

Important forms your employees will use to manage their Forma Pre-tax accounts.

The resources in this section are designed to empower employees with the knowledge they need to make informed decisions about their HSA. From understanding how HSAs work to learning about tax advantages, contribution strategies, and long-term savings potential, these tools help employees get the most value from their health benefits.

This welcome brochure covers important plan information for your employees, including how to access their account, use their contributions, available benefits and how to contact member support.