File FAQs
- HSA Last-Month Rule and File Processing Considerations
- Uploading Balance Files in Forma Admin
- Understanding how elections file data effects auto-deposit funding
- Managing Employee ID and Employee Email on files
- How do I correct over-contributions to employee's non-HSA pre-tax accounts?
- Do you provide an audit process on a regular basis?
- Can I send more than one pre-tax balance transfer file?
- Are there other options if contribution files cannot be provided?
- Can I break down the elections file?
- Handling balance transfers for employees without current year elections
- Are contribution records required for FSA and LPFSA accounts?
- Should I include all employee elections on each elections file?
- How often should we send demographic files to Forma?
- Seamless SFTP Integration: Connecting & Navigating File Folders
- How do I add or remove employees from Forma?
- How does 'QLE Change' work on election files?
- Can I break down the contributions file?
- How do I set up Cyberduck to send and receive files via SFTP?
- Can I reactivate an employee’s account if they are rehired?
- Managing Relocated Employees: Updating Files for Address Changes
- How does 'account status' work on election files?
- If I enable auto-deposit, can I still process pre-tax balance transfer files?
- Can we follow a schedule other than the payroll schedule to fund accounts?
- How does 'Employee Status' and 'Account Status' work on pre-tax files?
- How to update elections prior to the account start date
- Will pre-tax balance transfer file processing affect deposit account funding?
- How do I format the contributions file when one of the deposit amounts is zero?
- Considerations for weekly and bi-weekly auto-deposit schedules
- What is the 'funding type' field used for on contribution and pre-tax balance transfer files?
- How does FSA/LPFSA rollover work if employees are enrolled in different accounts in the current plan year?