Forms

Federal Form W-4 Employee’s Withholding Certificate Federal Form W-4 Employee’s Withholding CertificateUse this form only if you do not have access to online tax information at my.charlotte.edu. Form W-4 allows the University Payroll Department to withhold the correct federal income tax from your pay. For security purposes, do not email this completed form containing your social […]

Petty Cash Log This form is a blank petty cash log. Last Updated: January 11, 2021

Foreign National Information Form – Non-Student Version This form is required to be completed by foreign national visitors in order for the visitor to receive payments from UNC Charlotte. Last Updated: January 11, 2021

Foreign National Information Form – Student Version This form is required to be completed by foreign national students in order for the student to receive payments from UNC Charlotte. Last Updated: January 11, 2021

Purpose: To calculate gross-up payments or reimbursements to employees so that the employee’s tax liability is paid by the department. Discretionary funds are the only fund type that may be used for this purpose. Last Updated: May 9, 2025

Purpose: To provide reimbursement information to individuals who have missing receipts for reimbursable expenses. Use this form to submit non-employee (e.g., job candidates and speakers) and student reimbursements when original reeipts are unavailable. Ensure the associated reimbursement request (e.g., Travel Expense Report, ESDPR) includes the “5 Ws” (Who, What, When, Where, and Why) for each […]

NC-4 Form NC Employee’s Withholding Allowance Certificate NC-4 Form – North Carolina Employee’s Withholding Allowance Certificate and NC-4 EZ Form – North Carolina Employee’s Withholding Allowance Certificate Complete this form so that University Payroll can withhold the correct amount of State income tax from your pay. For security purposes, do not email a completed tax […]

Payment Book Receipt (“PBR”) This is the book receipt form that should be used by all departments on campus that process cards via a University merchant account. Merchants must submit this form to allocate receipts to the appropriate Banner fund(s) and account(s). Last Updated: January 11, 2021

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

Purpose: This document should be used to establish an agreement between UNC Charlotte and an individual who will be providing a specialized, personal service to the University. Use this template for services involving personal, intellectual properties or talents such as photographers, artist, or performers. Contact Email: purchasing@charlotte.edu Last Updated: July 24, 2024