Resources
Foreign National Information Form – Non-Student Version
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
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
Gross-up Calculation
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
Missing Receipt Affidavit
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 / 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 […]
Obtaining and Using a UNC Charlotte Receipt Book
Obtaining a receipt book depositing information The Daily Deposit and Reporting Law (G.S. 147-77) require the depositing of all funds on a daily basis and to report the same on a daily basis. An exemption may be granted provided the funds to be deposited do not exceed $5,000.00 and that they are deposited at least […]
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
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