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Flexible benefits that
employees rave about
make every dollar count
ease administration
are global and equitable
adapt to every individual
help us live our best lives
employees rave about

Customizable spending accounts. Better benefits.

Give employees the ability to choose benefits that are meaningful to them.
The platform does the hard work for you with a consumer-grade UI members love.

Flexible Benefits Suite

Your one place for pre and post-tax spending accounts

Flexible Benefits Suite

Your one place for pre and post-tax spending accounts

Forma Store

Offer employees personalized, premium-sourced benefits that align with company values.

Forma Card

Provide employees convenience with no out-of-pocket expenses.

Claims Administration

You set the rules. Forma takes care of the rest.

Dashboard & reporting

Stay up to date on everything including budget, usage, and claims approvals.

Why switch to customizable spending accounts?

For years, well-intentioned orgs have added more benefits and perks only to find they're too complex and employees don't value them. Forma designed a better way.

Companies

Offer the most attractive benefits packages possible while optimizing spend.

Benefits Professionals

Eliminate countless hours (and headaches) managing multiple vendors.

Employees

Get unmatched flexibility to choose benefits meaningful to them.

Brokers

Maintain customer loyalty and adapt to emerging best practices.

Flexible benefits for today’s workforce

Forma helps create customizable, inclusive, and global benefits programs that fit every employee. That's why our member satisfaction is unmatched.

87%
Annual utilization

Percentage of funds used by employees annually

+53%
Perceived value

For every $1 put in a flexible benefit
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98%
Member satisfaction

5-year, aggregate member satisfaction score

Life Benefits Platform™
We do the work for you!

Forma is an easy and powerful benefits platform that works hard so benefits leaders can focus on being strategic, inclusive, and competitive.

1. Quickly design and customize account types

Forma will help you define spending account types, eligibility, and whether they’re recurring, single-use, or tied to special milestones. Configuration is easy and you can adapt at any time.

2. Employees choose what works for them

Employees work within your guidelines for truly personalized benefits. They can pay in the discounted Forma Store, with our Forma Card, or through our world-class claims reimbursement process.

3. Forma takes care of the rest

Crazy-fast claims processing, member support, vendor relationships, compliance, security, analytics, and benchmarking . . . we take care of it all! So you can take a break and enjoy your new hero status.

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