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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 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 actually use their funds—and love the 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 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.