A benefit designed for YOU!
CLEAR provides $100 per month to all salaried team members
Note for international team members:
The content on this page is only applicable to US-based team members (including Puerto Rico). All other team members should review the Forma policy here for program information.
The Flexible YOU Stipend Program is designed to meet the needs of our diverse team here at CLEAR. Instead of offering benefits that you may or may not use, this stipend is meant to provide YOU with flexible options that are most relevant to YOU!
Funds can be used for eligible expenses associated with the following categories:
Non-taxable categories:
Phone/internet bills
Tuition assistance (e.g. college tuition fees, student loan repayment, etc.)
Taxable categories:
Well-being and fitness (e.g. gym memberships, nutrition programs, fitness tracker/smartwatch, etc.)
Family care (e.g. child or elder care expenses, etc.)
Home office (e.g. standing desk, monitor, ergonomic desk chair, etc.)
A full list of eligible expenses can be found in our program policy document here.
The Forma platform allows you to manage, understand, and maximize your stipend effortlessly.
We've partnered with Forma, to administer this benefit. The platform is live and accessible via Okta.
3 ways to spend the Flexible YOU Stipend:
Visit the Forma Store: This option includes a list of pre-approved products and services that can be purchased directly through the store using your stipend. Many of these products are discounted as much as 30%. No reimbursement claims required!
Forma/Twic Card: Activate a physical or virtual debit card that meets you where you are and allows you to make eligible purchases -- no reimbursement claim required!
Claims Reimbursement: Purchase eligible items using a personal form of payment and submit a manual claim for reimbursement through payroll. Expedited Claim option, approved in 2-3 days, and the ability to request reimbursement from your cell phone.
Intro to Forma Flyer.docxFAQS
Who is eligible for the Flexible YOU Stipend?
All salaried team members are eligible to participate in the program. You must be employed by CLEAR when eligible expenses are incurred (paid for). Dependents are not eligible for this benefit.
How do I enroll?
Team members are enrolled on the 1st day of the month. Team members who are hired mid-month will be automatically enrolled on the 1st day of the following month
Team members: log in to Forma through Okta
Request a Forma/Twic card: Profile > Settings > Request Forma Card
The stipend is auto-deposited monthly.
How do I file a claim / request reimbursement?
How do I file a Claim?
Access the Forma portal via Okta to submit claims for reimbursement
Claims must be submitted no later than 1 month after the quarter in which the expense was incurred.
Click here for the claims submission schedule
Do I have to file a claim every month?
No. You only need to file a claim once per quarter to avoid your YOU stipend expiring. Funds will expire quarterly if not used.
How am I reimbursed?
You will be reimbursed via payroll on a monthly basis
Corporate: 15th of the month
Field: first paycheck of the month on or after the 10th of the month
What if I want to make a purchase that’s more than what I have for the quarter?
This claim would be submitted for a "recurring reimbursement" see below.
What is a Recurring Reimbursement?
Large pre-paid, eligible purchases that exceed the monthly stipend amount may be submitted as one claim and can be set up as a reimbursement plan.
To schedule a recurring reimbursement claim, follow the same process as you would a regular reimbursement claim. Fill out the reimbursement form and enter the total amount paid. You should see a reimbursement plan notification pop up automatically.
Once the reimbursement claim is approved, you will first be reimbursed for the full amount currently available in your account. Subsequently, you will automatically be approved for additional reimbursements on the same day of the following month of the first approval date until the claim is paid off.
If you submit a claim for more than one item, the most recent reimbursement submitted will be paid off first. For example, if you purchase a Peloton for $2,000, the reimbursements will begin once the claim is approved and will continue until paid off. However, if you purchase a set of weights for $500 before the Peloton is paid off, the weights will take over the reimbursement cycle. Once the weights are paid off, the reimbursement cycle will move back to the Peloton.
Once approved, the reimbursements will arrive in your paycheck monthly
Will I still receive the $50 per month cell phone reimbursement via payroll?
No, the $50 monthly cell phone reimbursement will get folded into this program. Moving forward you will receive double the amount ($100 monthly!) via your Forma Account and can now use these dollars on a wide range of benefits, including your home internet bill.
All eligible employees will receive a Monthly amount listed below for eligible lifestyle expenses on the 1st of each month. Any unused amount can be accrued up to the maximum balance stated. Any remaining balance expires at the end of the quarter.
Cellphone/ Internet bill reimbursement
Am I required to upload my bill monthly?
Submission is based on your bill amount. For example, if your bill is $100 per month you would be required to upload and file a claim every month. But, if your bill is $300 monthly you would only be required to upload and file a claim once every quarter. Your Forma account will automatically reimburse that $300 bill over the course of three months in $100 installments.
What if my Cellphone bill is in my spouse's name?
You may upload and request reimbursement using the same process as if the bill were in your name.
What is if my internet service is lumped into my cell phone bill?
Combination billing, (cellular and Internet), follow the same submission, approval, and reimbursement process as any other bill.
Do the YOU payments expire?
Yes, the funds expire quarterly.
Schedule of Expiration:
January, February, and March funds expire on March 31st.
April, May, and June funds expire on June 31st.
July, August, and September funds expire September 30th.
October, November, and December funds expire on December 31st.
What if there are leftover balances?
Unused balances will be forfeited.
Forma Policy Information
Please click here for the official Forma Policy. Including a list of eligible and ineligible items.
Will I be taxed on my Flexible YOU stipend?
Yes. Most Forma reimbursements and expenses are required to be taxed per IRS regulations. Details are included below.
Non-taxable expenses
Connectivity
Tuition assistance
Taxable expenses
All other categories
As required by IRS regulations (see IRS Publication 15-B), CLEAR treats the above categories as taxable fringe benefits. You will only be taxed on the amount you spend under the program, and the amount will be included in your income for tax reporting and withholding purposes. This will be automatically processed via payroll and reflected accurately on your W-2, no action is required on your end.
How will I be taxed:
We will add the total reimbursement into your earnings so that it can be taxed, then we deduct the total reimbursement since you did not pay anything out of pocket for the item/service.
The above tax treatment will apply to taxable Twic Card and Twic Store purchases as well.
Have more questions?
We are here to help! Starting January 3, 2022 Forma's friendly neighborhood Member Experience Team is available 5 days a week during regular business hours. There are two channels to reach out.
In-App Chat: Once logged in to your Forma account, you'll notice a circular button hovering in the lower right hand corner. Click on the button to bring up a list of options. Chances are, you found this article through it!
Start a conversation: with one of our Member Experience Team members by clicking on the Start Conversation button.
Search your question vis Forma's "Advice and answers from the Forma Team" page by clicking here.
Email: You can also reach out via email here.