Resources
Banner Fund Name Change
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
Banner Request to Change Financial Manager
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
Change Fund Reconciliation Form Purpose: To assist with change fund reconciliation Last Updated: January 11, 2021
Change Fund Request Form
Change Fund Request Form Purpose: Use this form to request a change fund. Last Updated: February 7, 2022
Contract Template
Purpose: Use this document to create a contract between UNC Charlotte and a corporation or independent contractor who will be performing a service for the University. This template should be used to clearly define the scope of work, deliverables, and terms associated with the agreement. Contact Email: purchasing@charlotte.edu Last Updated: July 24, 2024
Deposit Form for Cash & Checks
Purpose: Use this deposit form to make cash & check deposits for all departments on campus. A receipt will be automatically emailed to the preparer based on the preparers UNC Charlotte ID number provided in the signature area. Last Updated: June 6, 2024
Federal Form W-4 Employee’s Withholding Certificate
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 […]
Financial Transaction Request (FTR)
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
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