Forms

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 […]

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

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

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

Petty Cash Fund Request Form Use this form to request a petty cash fund. Last Updated: February 7, 2022

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

Petty Cash/Change Fund Change of Custodian Form Use this form to request a change to the custodian for petty cash or change fund. Last Updated: February 7, 2022

Purpose: This Excel template provides petty cash reimbursement and reconciliation to give Recon & Control the necessary information for replenishing a petty cash fund. Last Updated: January 11, 2021