Resources
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)
Purpose: This form will be used for all journal entries, book receipts, and book disbursements. Contact Email: GeneralAccounting@charlotte.edu Last Updated: January 8, 2025
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: January 17, 2025
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., Travel Expense Report, ESDPR). Note that the Travel or Purchasing Card staff may still request that the payee attempt to obtain a more detailed receipt […]