Forma will not be adjudicating HSA claims. Filing the claim is only for record-keeping purposes. We always encourage for you to keep the receipts to avoid future tax headaches.

To get reimbursed for your HSA expenses, please see the following instruction to "Pay Yourself".

Manage Cash Account

You may perform the following activities to manage your HSA:

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  1. Withdraw HSA money
  2. Upload a receipt

Meanwhile, we still encourage you to create another digital or physical file folder to keep a backup of those receipts on your own.

If you do not see the option or have any questions, please reach out to our Member Experience Team at [email protected], call us at 844-902-2902, or send us a live chat message from your Forma portal. We are here to help!