Forma
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4.9 out of 5 stars
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Forma Reviews & Product Details - Page 39

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Forma Overview

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What is Forma?

Companies spend millions annually on employee benefits that employees neither value nor regularly use. Founded in 2017, Forma set out to build a better model by challenging traditional one-size-fits-all approaches. Forma’s flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies, by giving employees more choice and flexibility in how they spend their benefit allowances. The platform also saves HR professionals countless hours managing and supporting various point solutions. Using Forma, companies can select from a suite of products that include Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more to design and deliver customized benefits programs–all through a single platform. Employees then have three choices to spend account funds: The Forma Store with discounted products and services, The Forma Visa Card, or claim reimbursement backed by Forma’s world-class member support team. Forma has helped hundreds of the world’s most admired companies, including Stripe, Zoom, Lululemon, and Affirm, design and support flexible, inclusive benefits programs for nearly a million employees. And, we are seeing great success with 98% customer retention, 75 NPS, and 98 CSAT ratings from members. Forma is backed by Emergence Capital and Ribbit Capital and has received numerous awards for its exponential growth, its software innovation, and as a “Great Place to Work.”

Forma Details
Product Website
Discussions
Forma Community
Languages Supported
English, Spanish, Chinese (Simplified), Chinese (Traditional)
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Product Description

Forma revolutionizes employee benefits with customizable spending accounts for post-tax and pre-tax benefits, such as Lifestyle Spending Accounts (LSAs), HSAs, FSAs, Commuter, and COBRA benefits. Utilizing the Forma Card, Forma Store, or claims reimbursement, employees can take full advantage of our platform, which boasts an 85% monthly utilization rate. For Benefits professionals, setting an equitable global benefits strategy, staying on top of your budget, monitoring usage, and getting insights on claims approvals is all easy through Forma. Our consumer-grade UI coupled with our world-class support experience have garnered praise from both members and admins alike.

Seller Details
Seller
Forma
Company Website
Year Founded
2017
HQ Location
San Francisco, CA
LinkedIn® Page
www.linkedin.com
226 employees on LinkedIn®
Description

Forma is a digital platform designed to streamline the process of creating and managing employee benefits, specifically focusing on mental health and wellness. The company offers innovative solutions that empower organizations to support their employees' well-being through personalized care experiences. With a user-friendly interface, Forma aims to enhance access to mental health resources, making it easier for employees to find and utilize the support they need. For more information, visit their website at [joinforma.com](https://joinforma.com).

Justin T.
JT
Overview Provided by:
Justin Traasdahl

Recent Forma Reviews

SX
shuwen x.Enterprise (> 1000 emp.)
5.0 out of 5
"Easy to navigator, streamlined process for submitting claims and receive payments"
More categroeis available for boost wellness.
Read more
RC
Roxana C.Enterprise (> 1000 emp.)
5.0 out of 5
"Simple and Quick Reimbursement Process"
Using Forma is pretty self-explnatory, simple, and quick. I can enter my reimbursement request in just a few minutes and usually receive a customer...
Read more
Verified User
U
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"One of the best benefits we have."
It very easily allows you to purchase things for your physical and mental wellness
Read more
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This seller hasn't added their security information yet. Let them know that you'd like them to add it.
1 person requested security information

Forma Media

Forma Demo - The Flexible Benefits Suite
Forma manages all types of flexible benefits. This way, employees have a simple, unified experience regardless of whether they're using a pre-tax HSA or a post-tax wellness allowance.
Forma Demo - The Forma Store – your easiest path to meaningful benefits
Employees can purchase items directly in the Forma app. The store smartly shows vetted, high-quality products that meet the spending account’s eligibility requirements.
Forma Demo - The Forma Visa Card
Get unmatched convenience and simplicity for your employees with the Forma Card. Employees can choose how to use their benefits and spend anywhere Visa is accepted.
Forma Demo - A world-class claims experience
Forma offers 3 ways to pay: buy in the Forma Store, use a Forma Card, or submit claims. Once you set eligibility, Forma manages everything from claim reviews to reimbursements.
Forma Demo - Pre-tax Accounts for the 2020s
With Forma’s modern tech and sleek user experience, we’re setting a new standard for HSAs, FSAs, and commuter benefits. Pre-tax and post-tax accounts are under one platform for easy employee access.
Forma Demo - HR leaders love the Forma Admin Dashboard
Admins can compile and download reports in real time from the intuitive, self-serve admin portal. The dashboard has rich insights on usage, engagement, and satisfaction to help you understand program health.
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Review by Andres C.
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615 Forma Reviews

4.9 out of 5
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615 Forma Reviews
4.9 out of 5
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Forma Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for FormaQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Heather R.
HR
Head of Commercial - Term/Cloud Renewals
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Forma?

Forma makes it easy to identify my spend and even provides links to FSA approved shops to use my FSA dollars without a lot of claim submissions. I've used other platforms in the past and this one by far is the easiest to use. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I really enjoy Forma and don't really have anything to suggest for improvements. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Tracking my FSA dollar spend and company perks Review collected by and hosted on G2.com.

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AT
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Simple and easy to navigate. Processing a claim could not be easier Review collected by and hosted on G2.com.

What do you dislike about Forma?

List of some good samples or picks of what other people are doing would be awesome. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Method of processing my benifits request with ease and helping keep track of the status. Review collected by and hosted on G2.com.

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Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Forma?

The application is really simple and quick to use.

in the need you have any questions there service team is quick to respond and typically within the same day. Review collected by and hosted on G2.com.

What do you dislike about Forma?

There isn't anything honestly to dislike about them.

The only thing I would say is they change their submission forms often. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

it's super easy to file claims and the reimbursement process is pretty quick. you can link with your bank account for even faster transactions.

all can be done in less than 5 mins which is really great when you have a busy schedule Review collected by and hosted on G2.com.

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Summer L.
SL
Customer Success
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

I'm always up to speed with my request and where it is. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I haven't had any issues using forma to this day. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

I use this for my training, wellness and remote work. Review collected by and hosted on G2.com.

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Share
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EC
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

The support provided is efficient and comprehensive. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Sometimes the claims are denied prematurely, and it seems that the items were properly verified. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Welness Review collected by and hosted on G2.com.

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Helpful?
Share
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Verified User in Logistics and Supply Chain
UL
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

HOW EVERYTHING IS LINKED TO MY ACCOUNTS FOR DIRECT DEPOSIT Review collected by and hosted on G2.com.

What do you dislike about Forma?

I CANNOT THINK OF ANY DOWNSIDE AT THIS TIME Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

I AM AN EMPLOYEE THAT HAS A TIGHT BUDGET. SO WHENEVER THE COMPANY PROVIDES PROGRAMS LIKE THIS TO HELP ON EXPENSES IT A GREAT HELP Review collected by and hosted on G2.com.

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Verified User in Food & Beverages
UF
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Forma is extremely quick and not time consuming at all. In the past, I used to have to deal with tools that took a lot of time and that was very annoying. With Forma it is a matter of seconds. I also like the fact that you get a magic link to login and there's no need to remember a password. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing to complain about, it works really well in all respects. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

I can record all my well-being wellness expenses in a very fast and definitely easy way. Review collected by and hosted on G2.com.

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Helpful?
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Verified User in Information Technology and Services
AI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Taxes are taken out wayyy to often and for things some of us don't even utilize... take the time to review the tax free list! I have used some of this for my remote items and mosty of it towards student loans-thank you!! Review collected by and hosted on G2.com.

What do you dislike about Forma?

Forma isn't the issue-taxes are ;) I love using this anc can't complain! Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Student Loan repayment! Review collected by and hosted on G2.com.

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Helpful?
Share
Admin Approval Link
Verified User in Information Technology and Services
UI
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Easy to use and long list of wellbeing options Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing so far, I think it is a great platform Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

It is easy to get reimbursement for benefits Review collected by and hosted on G2.com.

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Helpful?
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EF
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

The flexability and access to things I use on a daily basis. Review collected by and hosted on G2.com.

What do you dislike about Forma?

There are no downsides to Forma, I love everything about it. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Encouraging employees to take better care of their health. Review collected by and hosted on G2.com.

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