Forms

Mobile Communication Device (MCD) Allowance Request eForm

Mobile Communication Device (MCD) Allowance Request eForm

Use this form to request a mobile communication device (MCD) allowance, per University Policy 602.10, “Mobile Communication Device Allowances,” Section III. Please review the MCD FAQs for additional guidance on completing this eForm.

Last Updated: January 11, 2021

Moving Reimbursement & Allowance Request Forms

Purpose: Use this form to request a moving reimbursement/allowance for a new employee. Note that new employees should NOT complete this form for themselves. Please reference the Moving Expense Procedures for detailed information.

Last Updated: May 1, 2024

Moving Reimbursement Pre-Approval Request Form

Purpose: If using State funds, the new employee must complete this form. Please reference the Moving Expense Procedures for detailed information.

Last Updated: May 1, 2024

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

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 form containing your social security number and other personally identifiable information. Use this form only if you do not have access to online tax information at my.charlotte.edu. For instructions on how to establish or change your Form NC-4 online, see this FAQ. Otherwise, securely deliver your forms to the Payroll Office using one of the three delivery methods mentioned in the FAQ.

Contact Email: PayrollDept@charlotte.edu

Last Updated: January 11, 2021

Out-of-State Work Approval Form

Purpose: If a potential need arises for an employee to complete work for UNC Charlotte from a non-NC jurisdiction for more than one month, complete the Out-of-State Work Approval Form at least 60 days prior to the proposed start date of the arrangement. All approvals as indicated on the form must be obtained. For more details, see the Out-of-State Employees Guidance page.

Last Updated: May 16, 2022

Payment Book Receipt (“PBR”)

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

Payment Research Request eForm (PRR)

Payment Research Request eForm (PRR)

Use this form to provide the General Accounting department with information needed to research and/or void a check or direct deposit payment to students, vendors, or employees. Please use the Check Number found in Banner Vendor Detail History (FAIVNDH) or contact Payroll at Payrolldept@uncc.edu or ext. 7-1919 to obtain a payroll check number.

Verify the correct address and direct deposit information is in Banner before submitting this request.

If fraud is suspected (e.g., altered check, forgery, direct deposit tampering), please contact GeneralAccounting@uncc.edu immediately to investigate.

Last Updated: October 5, 2021

Petty Cash Fund Request Form

Use this form to request a petty cash fund.

Last Updated: February 7, 2022

Petty Cash Log

This form is a blank petty cash log.

Last Updated: January 11, 2021

Petty Cash Reimbursement & Reconciliation Form

This form a Petty cash reimbursement/reconciliation Excel spreadsheet.

Last Updated: January 11, 2021

Petty Cash/Change Fund Change of Custodian Form

Use this form to request a change to the custodian for petty cash or change fund.

Last Updated: February 7, 2022

Pressing Need or Emergency Purchase Justification Form
Categories:Forms, ResourcesTags:Purchasing

Purpose: Use this form when you have an immediate need to purchase something due to unforeseen causes.

Last Updated: June 29, 2021

Purchase Order Terms & Conditions
Categories:Forms, ResourcesTags:Purchasing

Purpose: To provide Purchase Order terms and conditions.

Last Updated: January 11, 2021

Purchasing Card Application eForm – New

Purchasing Card Application eForm

Purpose: Use this eform to request a new p-card, e.g., if you are a new employee or transfer to a different department and your new position requires the use of a p-card. Use your UNC Charlotte login credentials to access this eform. View these FAQs for more information on the p-card eform.

Contact Email: purchasingcard@charlotte.edu

Last Updated: October 5, 2021

Purchasing Card eForm – Close

Purchasing Card eForm – Close

Purpose: Use this eform to close an existing p-card account, e.g., if an employee transfers to another department, has terminated employment, the card is no longer used, or if card use is not in compliance with policy and supporting procedures. Use your UNC Charlotte login credentials to access this eForm. View these FAQs for more information on the p-card eForm.

Contact Email: purchasingcard@charlotte.edu

Last Updated: October 5, 2021

Receipt Page
Categories:Forms, ResourcesTags:Travel

Purpose: This document should be used when receipts are being submitted to Disbursements-Travel. Receipts should be taped within the indicated borders.

Contact Email: travel@uncc.edu

Last Updated: January 11, 2021

Red Flag Detection Form

Red Flag Detection Form

Purpose: Please complete and submit this form when an identity theft Red Flag is detected in the course of University operations.

Last Updated: October 26, 2023

Return Goods Notice
Categories:Forms, ResourcesTags:Purchasing

Purpose: This form should be used to notify Purchasing that goods need to be returned to a vendor.

Last Updated: June 6, 2015