Forms

Purpose: This form is for non-employees and students 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 periodically (note that the rate changed, effective […]

Purpose: This package contains the forms needed to document and request reimbursement for overnight travel for non-employees (e.g., job candidates and speakers) and students. It includes the Travel Request Form and the Travel Expense Report. There are also form instructions, a rates reference tab, and a related web links tab. Note: Starting Aug. 8, 2024, […]

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: January 28, 2025

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 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) 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 courses: Banner Finance Training and […]

Purpose: The Purchasing Card (p-card) electronic forms (eForm) manage p-card accounts, including requesting new cards, updating account details and closing existing cards to ensure compliance with university policies. Access: Use your UNC Charlotte login credentials to access this eForm. Additional Resources: View the p-card eForm FAQs for more information. Contact Email: purchasingcard@charlotte.edu Last Updated: October […]

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 Use form to determine how much Federal withholding to have withheld from your paycheck. Contact Email: PayrollDept@charlotte.edu Last Updated: January 11, 2021

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: travel@charlotte.edu Last […]