Forms
Gross-up Calculation
Last Updated: January 26, 2023 Gross up Calculations
Missing Receipt Affidavit
UNC Charlotte Missing Receipt Affidavit Purpose: Complete this form for actual missing receipts that include the “5 Ws” (Who, What, When, Where, and Why) in the purchasing card comments or on the reimbursement request (e.g., TRER, ESDPR). Note that the Travel or Purchasing Card staff may still request that the payee attempt to obtain a […]
NC-4 / NC-4 EZ Forms – North Carolina Employee’s Withholding Allowance Certificate
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”)
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
Petty Cash Fund Request Form Use this form to request a petty cash fund. Last Updated: February 7, 2022
Petty Cash Log
Petty Cash Log This form is a blank petty cash log. Last Updated: January 11, 2021
Petty Cash Reimbursement & Reconciliation Form
Petty Cash ReimbursementReconcilation Form This form a Petty cash reimbursement/reconciliation Excel spreadsheet. Last Updated: January 11, 2021
Individual Services Agreement Template
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: November 13, 2023