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.
If an employee has a bank listed but hasn't verified it, they alos won't be able to file new claims until they verify their bank.
Once their bank is linked and verified, all pending reimbursements will be processed on the next reimbursement day.
We've found that a lot of Forma users have approved claims waiting to be reimbursed—but they can't get those reimbursements without a linked bank account.
We're going to temporarily block users from filing new claims until they link (or verify) their bank account so we can make sure that everyone gets the reimbursements they're owed.
Once we launch the update on October 2, when an employee without a linked or verified bank tries to file a claim, they'll be prompted to link their bank either using their login credentials or with their account and routing numbers.
