Forms

Financial Transaction Request (FTR)

Categories: Forms, Resources Tags: General Accounting

FTR – Financial Transaction Request This form will be used for all journal entries, book receipts, and book disbursements. Contact Email: Budget-GenFund@uncc.edu Last Updated: January 11, 2021

Change Fund Reconciliation Form

Categories: Forms, Resources Tags: General Accounting

Change Fund Reconciliation Form Purpose: To assist with change fund reconciliation Last Updated: January 11, 2021

Change Fund Request Form

Categories: Forms, Resources Tags: General Accounting

Change Fund Request Form Purpose: Use this form to request a change fund. Last Updated: February 7, 2022

NC-4 / NC-4 EZ Forms – North Carolina Employee’s Withholding Allowance Certificate

Categories: Forms, Resources Tags: Payroll Department

NC-4 Form NC Employee’s Withholding Allowance Certificate NC-4 Form – North Carolina Employee’s Withholding Allowance Certificate and NC-4 EZ Form – North Carolina Employee’s Withholding Allowance Certificate Complete this form so that University Payroll can withhold the correct amount of State income tax from your pay. For security purposes, do not email a completed tax […]

Payment Book Receipt (“PBR”)

Categories: Forms, Resources Tags: Office of the Bursar

Payment Book Receipt (“PBR”) This is the book receipt form that should be used by all departments on campus that process cards via a University merchant account. Merchants must submit this form to allocate receipts to the appropriate Banner fund(s) and account(s). Last Updated: January 11, 2021

Third Party Lodging Authorization Request (Non-hotel lodging)

Categories: Forms, Resources Tags: Travel

Third Party Lodging Authorization Request (non-hotel lodging) Purpose: Use this form to request authorization to stay in a 3rd party establishment. Requests must be submitted no less than two weeks before the travel dates. Contact Email: travel@uncc.edu Last Updated: March 6, 2019

Contract Template

Categories: Forms, Resources Tags: Purchasing

Purpose: Use this document to create a contract between UNC Charlotte and a corporation or independent contractor who will be performing a service for the University. This template should be used to clearly define the scope of work, deliverables, and terms associated with the agreement. Contact Email: purchasing@charlotte.edu Last Updated: July 24, 2024

Foreign National Information Form – Non-Student Version

Categories: Forms, Resources Tags: Tax Office

Foreign National Information Form – Non-Student Version This form is required to be completed by foreign national visitors in order for the visitor to receive payments from UNC Charlotte. Last Updated: January 11, 2021

Foreign National Information Form – Student Version

Categories: Forms, Resources Tags: Tax Office

Foreign National Information Form – Student Version This form is required to be completed by foreign national students in order for the student to receive payments from UNC Charlotte. Last Updated: January 11, 2021

Petty Cash Fund Request Form

Categories: Forms, Resources Tags: General Accounting

Petty Cash Fund Request Form Use this form to request a petty cash fund. Last Updated: February 7, 2022