Lifestyle Spending Accounts (LSA), Pre-tax | Claims Administration
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Unmatched support & servicing
Forma offers 3 ways to pay: buy in the Forma Store, use a Forma Card, or submit claims. Once you set eligibility, Forma manages everything from claim reviews to reimbursements.
You set the rules. We do the work.
Forma takes all of the support, ticketing, and claims review off your plate - with actual humans, not bots.
98% Member Satisfaction
Forma boasts the highest CSAT scores in the industry. Simply put, Forma is easy, transparent, and flexible for employees to use.
Global, 24/7 Support
With member services staff around the globe, someone is always nearby to support employees and review claims.
A world-class claims experience
The industry’s best benefits support software
Software made for the 2020s
Forma is easy and intuitive. While training and support are available, employees probably won’t need it.
Unprecedented transparency
Employees can always know where their claims stand. And if claims get rejected, we’ll actually explain why!
Crazy fast processing
With claims administrators located around the world, employees can expect claims will be reviewed in a few short hours.
Fast direct deposit
Forma will integrate with payroll, but direct deposit is available for those who simply can’t wait.
Mobile benefits
For those who’d rather snap pictures of receipts or who simply don’t spend a lot of time behind a desk.
Automated reimbursement plans
Reimburse large purchases as funds accrue without forcing monthly, manual claims.