A collection of the best collateral to support your program launch.

Intro to Forma email/messaging guide:

• A customizable email template for you to send internally to employees prior to launch. 
• This gives an overview of Forma and is used to build excitement prior to launch.
• Forma recommends this be sent one week before your official launch date, in partner with the Introduction to Forma flyer.

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Intro to Forma flyer:

• This one-page document explains how employees can use their benefit money, including shopping the pre-tax FSA and HSA Stores, using their pre-tax Forma Card, and filing a claim for reimbursement.
• It also includes how to reach the Forma Support team if employees have questions. This is hosted on Client intranet pages. 
• Forma recommends this be sent one week before your official launch date.

Intro to Forma presentation:

• The presentation is a high-level overview of how your employees will use their Forma benefits.
• This is a walkthrough of their account, including how to activate and log in, how to file claims, and how to check their balances.