When you go to the doctor, have physical therapy, fill a prescription or incur any other qualified medical expense, you can use your HSA funds to pay it.
Get a list of qualified expenses through Forma.
You will receive one Forma debit card that will be used for all pre-tax benefits. When using your Forma debit card, funds will be pulled from your accounts in the following order (if applicable) - 1. Healthcare FSA 2. Limited Purpose FSA 3. HSA 4. Dependent Care FSA 5. Commuter Transit 6. Commuter Parking.
Swipe your Forma debit card at your doctor’s office, pharmacy, hospital, or any other healthcare facility and the funds will be deducted directly from your account.
You can access your account anywhere, anytime through Forma’s website and their App (accessible on Okta’s dashboard). Use it to pay bills, reimburse yourself, upload receipts, check your account balance, and manage your investments.
Forma HSA FAQs
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