Forma Products

Pre-tax Accounts | Product demo

See a 4-minute product demo of Forma's Pre-tax Accounts. Modernize HSA, FSA, and Commuter benefits.

 Min Read 

With Forma's Pre-tax Accounts, you'll get one platform for all spending accounts with white glove service and modern technology user's love.

Watch this demo to see how Forma's Pre-tax Accounts work, what makes them stand out, and how you can modernize HSA, FSA, and commuter benefits with the support you deserve.

We'll show each product in action, including how Forma:

Sets a new standard for HSAs

Investing is easy

With Forma’s modern UI, employees can manage their funds and make investments in a wide selection of ETF funds without leaving their Forma account.

We own the tech

Many pre-tax benefits solutions white label old, legacy technology. When there’s a breakdown, you don’t want your vendor to be at the mercy of another business’s terms and support.

Modern banking

The Forma Card, direct banking connections, automatic account verification, direct member support and easy transfers help minimize confusion and reimburse employees quickly.

Puts flexibility back into FSAs

One system. Multiple FSAs.

In addition to supporting all types of pre-tax and lifestyle benefits, Forma supports Healthcare FSAs, Limited Purpose FSAs, and Dependent Care FSAs in one, easy-to-use system.

One Visa card to rule them all

Our smartly designed Forma Card works the way employees expect across pre-tax accounts with mobile payments, and with auto-adjudication.

Full stack control

Most pre-tax benefits solutions white label outdated technology. If a problem arises, you don't want to rely on a vendor subject to another company's terms and support.

Supports the modern commuter

Global and equitable

With Forma’s pre and post-tax spending accounts, companies can provide comparable commuter benefits to employees worldwide and fund beyond IRS limits.

Modern payments

The Forma Card supports contactless and mobile payments for today’s commuters, will auto-adjudicate claims, and works across all pre-tax accounts.

Enrollment flexibility

Centrally set up commuter programs as a benefits administrator and allow employees to enroll for commuter benefits on their own.

Want to learn more about Forma's Pre-tax accounts? Fill out the form below and we'll be in touch shortly!

About Forma

The employee benefits market is broken with millions spent on programs that aren’t valued or regularly used. Since 2017, Forma has challenged the traditional approach to employee benefits.

Forma’s flexible benefits software helps companies offer competitive benefits while reducing costs and inefficiencies, by giving employee's choices in how they spend their benefit dollars. Forma supports customizable Lifestyle Spending Accounts, Health Savings Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts and Commuter programs. Employees have three choices to spend funds: The Forma Store with discounted products/services, The Forma Visa Card, or claim reimbursement backed by Forma’s world-class member support team.

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