Forms

This form is no longer required. Please contact your purchasing agent with any questions. Last Updated: April 16, 2026

Purpose: This form is intended for campus departments, to notify the Office of the Bursar of incoming electronic (ACH/Wire) payments so funds can be deposited, according to University Policy 602.4. All payments should be for approved University Revenue Generating Activities, according to University Policy 602.12. Office of the Bursar – Cashiers must be notified in advance […]

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

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 […]

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

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

Initial Interest Form to Process Payment Cards (EC-IIF) Purpose: To initiate and assess department/unit eligibility for payment card processing (e.g., credit cards) for a University-sponsored purpose. If you are interested, please complete this brief initial interest form. It will provide key information to Merchant Services, allowing them to evaluate your eligibility and determine the most […]

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

Currency Order Form Purpose: Departments should complete this form when they need to order cash. Please note that all funds must be ordered from the bank and can take up to 72 hours to arrive. You will be contacted when your funds are available for pick up. Last Updated: October 18, 2021