Salaried team members are eligible to receive this benefit on the 1st day of the month following their date of hire. They can log in to Forma through Okta after they have begun employment to begin reviewing and using this benefit.

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. 

Do I have to file a claim every month?

• 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 Salaried: 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

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. CLEAR does not have the ability to refund any forfeited funds. 

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. 

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.

Forma's friendly neighborhood Member Experience Team is available 5 days a week during regular business hours:

• 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. 

• Help page: Search your question on Forma's help page: https://support.joinforma.com/hc/en-us

• Email: You can also reach out via email at support@joinforma.com