Employer-sponsored Accounts
- How to manage and control account utilization
- What happens to the funding if an employee switches countries?
- Renewal Period, Reset Balance & Maximum Balance
- How can I set up unique funding rules for different employee populations?
- What is a run-out period for employer-sponsored accounts and how does it work?
- How do reimbursement plans work?
Pre-tax Benefits
- Considerations for FSA election changes after a Qualifying Life Event (QLE)
- Managing FSA & Commuter carryovers and run-out periods in Forma
- Can employees' dependents use their Forma accounts?
- Auto-deposit overview
- Forma Commuter Elections Guide
- How is pre-tax election and contribution file data displayed to members on Forma?
Funding, Invoicing, & Reimbursements
- How Forma handles end-of-month claims for payroll reimbursement
- Forma Card funding process
- How is the pre-funding amount calculated?
- How often does Forma process claim reimbursements through direct deposit?
- How can an employee appeal a rejected pre-tax claim?
- Forma Invoicing: What to Expect and When