Forms

Purpose: This document outlines the terms and conditions of general contracts. Last Updated: November 10, 2023

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

Purpose: Use this form to request authorization to stay in a 3rd party establishment. Requests must be submitted no less than two weeks before the travel dates. Contact Email: travel@charlotte.edu Last Updated: March 6, 2019

FTR – Financial Transaction Request Purpose: This form will be used for all journal entries, book receipts, and book disbursements. Contact Email: Budget-GenFund@charlotte.edu Last Updated: November 5, 2024

Banner Detail Code Maintenance Form Use this form to add, delete, or modify a Detail Code in Banner Student. Contact Email: finsystems@charlotte.edu Last Updated: January 28, 2021

Purpose: This form should be used to request, change, or terminate access to Banner Finance or 49er Mart. This access requires the completion of two courses: Banner Finance Training (in Canvas) and IT Security Training (in L&D Portal). Contact Email: finsystems@charlotte.edu Last Updated: October 11, 2022

Banner Fund Name Change Purpose: Use this form to change the title on a Banner Finance Fund. Contact Email: finsystems@charlotte.edu Last Updated: November 18, 2021

Purpose: This form should be used to: Note that the Financial Manager for an organization (division, college, school, or department) must be a Dean, Chair, Director, Vice Chancellor, Associate Vice Chancellor, etc. Contact Email: finsystems@charlotte.edu Last Updated: October 7, 2022

Change Fund Reconciliation Form Purpose: To assist with change fund reconciliation Last Updated: January 11, 2021

Change Fund Request Form Purpose: Use this form to request a change fund. Last Updated: February 7, 2022