Forms
Contract Amendment Template
Purpose: Fill this form out when an existing contract between a contractor and the University needs to be changed. Contact Email: purchasing@charlotte.edu Last Updated: July 24, 2024
Electronic Receipt Book Request
Purpose: Use this Google Form to request an electronic receipt book. Last Updated: June 14, 2024
UP 602.11 Appendix B – Reportable Gifts, Awards, & Prizes Form
Purpose: Use this form to document employee and non-employee gifts, awards, and prizes that are reportable to the Tax Office (Reese Building 327). This criteria is defined in Policy 602.11 Last Updated: December 9, 2025
UP 602.11 Appendix C – Gifts, Awards, & Prizes Log Sheet
Purpose: This form is recommended for departmental use to log non-reportable gifts, awards, and prizes (non-reportable to the Tax Office; see criteria in Policy 602.11, Sect. IV. See Appendix A for thresholds for reportable gifts, awards, and prizes). Last Updated: December 9, 2025
Pressing Need or Emergency Purchase Justification Form
Pressing Need or Emergency Justification From Purpose: Use this form when you have an immediate need to purchase something due to unforeseen causes. Last Updated: June 29, 2021
Waiver of Competition Justification
Waiver of Competition Justification Purpose: Use this form to request a waiver for competition. Last Updated: June 29, 2021
Banner Request for Position Control Access
Purpose: This form should be used to request access to salary and position information related to all EHRA, SHRA, Temporary, and Student Workers. This access requires completion of two courses: Banner Finance Training and IT Security Training. Contact Email: finsystems@charlotte.edu Last Updated: June 3, 2026
Banner Detail Code Maintenance Form
Purpose: Use this form to add, delete, or modify a Detail Code in Banner Student. Contact Email: bursar@charlotte.edu Last Updated: April 16, 2025
Tuition, Housing, and Dining Appeal Form
Tuition, Housing, and Dining Appeal Form Used to ask for a refund on tuition, housing, and dining fees and charges due to extenuating circumstances. Last Updated: January 11, 2021
Wire Transfer FTR
FTR – Wire Transfer Purpose: 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 […]