Banner – New Banner Fund Request (NBFR)

Banner – New Banner Fund Request (NBFR) Purpose: Use this Excel form to request a new Banner fund (excludes grants and contracts administered through Research Cost Management). Last Updated: December 8, 2021

Out-of-State Work Approval Form

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 […]

Student Refund Replacement Request

Student Refund Replacement Request This form should be used (by students only) to provide the Student Accounts Office information needed to research a lost refund check. Please note requests for replacement refunds will not be accepted until 15 days after the date the original check was issued to allow time for delays due to mail […]

Financial Services Access Request Form (FS Employees Only)

Financial Services Access Request Form (FS Employees Only) This form is for Financial Services use only to request access to: Banner, RACF, NCID and Core Banking. Other departments needing Banner Finance and/or 49er Mart access must complete the Request for Banner Finance/49er Mart Access. This access requires completion of two Canvas courses: Banner Finance Training […]

Purchasing Card Application eForm – New

Purchasing Card Application eForm Purchasing Card Application eForm – New – New October 5 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. […]

Purchasing Card eForm – Close

Purchasing Card eForm – Close Purchasing Card eForm – Close – New October 5 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 […]

Edit Purchasing Card eForm

Purchasing Card eForm – Edit Purpose: Use this electronic form (eForm) to report purchasing card (p-card) account changes, e.g., legal name change, change organization and fund codes assigned to the card, change spend control profiles, or change the Reconciler or Approver. Use your UNC Charlotte login credentials to access this eForm. View these FAQs for […]

Entertainment Expenditure Form

Categories:Forms, ResourcesTags:Travel

Purpose: Complete this form when you incur costs of a personal nature with a valid business purpose when the activity is not directly related to a university program, formal workshop, conference, seminar, training session, or retreat. This form should accompany applicable 49er Mart payments [it does not need to be included with Employee & Student […]

Tax Withholding Estimator

Categories:Forms, ResourcesTags:Tax Office

Tax Withholding Estimator Use form to determine how much Federal withholding to have withheld from your paycheck. Contact Email: Last Updated: January 11, 2021

Employee & Student Direct Pay Request (ESDPR)

Categories:Forms, ResourcesTags:Travel

Purpose: Use this form to process non-payroll payments to employees and students, which will mainly encompass reimbursements for expenses incurred by employees/students for university business purposes and which are not related to travel. Payments that should not be processed on this form: Sponsored guest payments should be submitted on an ESDPR. Contact Email: Last […]