In Forma Admin, you can deactivate an employee’s FSA, LPFSA, DCFSA, or Commuter pre-tax benefits immediately or by setting a coverage end date. However, HSAs cannot be deactivated by admins, as they are employee-owned accounts.
To edit an employee's pre-tax benefit status, follow the steps below:
- Log into Forma admin and click "Employees" from the menu on the left.
- Search from the employee by name, work email address, or employee ID
- Select the correct employee from the menu
- From the "Account Type" dropdown menu select "Pre-tax accounts"
- Click the pencil icon next to the benefit you'd like to edit the status for (HSAs cannot be edited)
- Temporarily deactivate the benefit by toggling off "Activated"
- OR enter an end date to tell the system when to terminate the benefit
- Click "Update changes" to save