Resources

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

UNC Charlotte General Contract Terms and Conditions

Categories: Forms, Resources Tags: Purchasing

Purpose: This document outlines the terms and conditions of general contracts. Last Updated: November 10, 2023

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

Wire Transfer FTR

Categories: Forms, Resources Tags: General Accounting

FTR – Wire Transfer This Financial Transaction Request (FTR) eForm should be used to wire payments from the university when a check or ACH payment is not possible or when sending in foreign currency. For instructions on how to complete this form, see How to Pay Vendors with Outgoing Wire Transfers Last Updated: January 11, […]

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

Gross-up Calculation

Categories: Forms, Resources Tags: Tax Office

Gross up Calculations Last Updated: January 11, 2024

Mileage & Transportation Reimbursement (MTR)

Categories: Forms, Resources Tags: Travel

If you have 2023 mileage to submit for reimbursement, use the 2023 MTR form. Purpose: To request reimbursement for miles driven using a personal vehicle as well as parking, ride sharing, light rail or transit pass expenses. All business miles will be reimbursed at the IRS Standard Business Mileage rate, which is subject to change […]

Missing Receipt Affidavit

Categories: Forms, Resources Tags: Travel

UNC Charlotte Missing Receipt Affidavit Purpose: Complete this form for actual missing receipts that include the “5 Ws” (Who, What, When, Where, and Why) in the purchasing card comments or on the reimbursement request (e.g., TRER, ESDPR). Note that the Travel or Purchasing Card staff may still request that the payee attempt to obtain a […]

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 […]

Banner Detail Code Maintenance Form

Categories: Forms, Resources Tags: Controller's Office

Banner Detail Code Maintenance Form Use this form to add, delete, or modify a Detail Code in Banner Student. Contact Email: finsystems@charlotte.edu Last Updated: January 28, 2021