# Education Assistance

Support employee learning, skill-building, and student loan repayment — all while staying compliant and on budget.

## Empower employee growth with Forma

Develop employees. Maximize investment. Simplify education benefits.

### Develop your workforce

Support learning and growth through customizable, tax-smart accounts that employees actually use.

### Streamline learning benefits

Centralize educational benefits in one connected, flexible platform that works for everyone.

### Invest and spend smarter

From student loan support to skill-building, you can save money while investing in your workforce.

## Get to know Forma Education Assistance

Forma’s Education Assistance benefit runs on the same platform as your other spending accounts, making it easier than ever for employees to use — and for you to manage.

### Built-in manager approval workflows.

Use built-in workflows to align learning investments with your business goals, while ensuring employees use their benefits responsibly.

### One platform. Multiple account types.

Support both tax-advantaged and taxable learning perks — like student loan repayment, tuition assistance, and career coaching — all in one easy-to-use system.

### Notional funding. Real savings.

Only pay when employees use their benefits. Avoid waste on underutilized perks and eliminate surprise claim fees from reimbursement vendors.

### Turnkey tax compliance. No hassle.

Let Forma handle the complexity. We automate approvals, ensure IRS compliance (Section 127 + 132), and help both you and your team capture tax savings with ease.

### Consumer-grade experience. More engagement.

Clear guidelines, intuitive submission flows, and mobile-friendly tools mean employees will actually use their funds and love their benefit.

### Customizable eligibility. Strategic design.

Tailor coverage to your goals — support certificates, coaching, loan repayment, and more. Forma makes it easy to design around what matters most to your team.

### Global-ready. Equitable for all.

Extend learning support worldwide. Use cost-of-living adjustments and local tax considerations to provide equitable access to education and growth.

### Data that proves your impact.

Track usage, engagement, and outcomes so you can showcase value to leadership and evolve the program with data-backed confidence.

### Expert guidance, from A to Z.

From setup to optimization, Forma’s benefits experts help you design a learning program that meets today’s needs and tomorrow’s goals.
