Forms
Banner – New Banner Fund Request (NBFR)
Banner – New Banner Fund Request (NBFR)
Purpose: Use this Excel form to request a new Banner fund (excludes grants and contracts administered through Research Cost Management).
Last Updated: January 28, 2025
Banner Detail Code Maintenance Form
Purpose: Use this form to add, delete, or modify a Detail Code in Banner Student.
Contact Email: bursar@charlotte.edu
Last Updated: April 16, 2025
Banner Finance/49er Mart Access Request
Purpose: This form should be used to request, change, or terminate access to Banner Finance or 49er Mart. This access requires the completion of two courses: Banner Finance Training (in Canvas) and IT Security Training (in L&D Portal).
Contact Email: finsystems@charlotte.edu
Last Updated: March 11, 2025
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 for Position Control Access
Purpose: This form should be used to request access to salary and position information related to all EHRA, SHRA, Temporary, and Student Workers. This access requires completion of two courses: Banner Finance Training and IT Security Training.
Contact Email: finsystems@charlotte.edu
Last Updated: December 12, 2023
Banner Request to Change Financial Manager
Purpose: This form should be used to:
- Identify the person fiscally responsible for the budgeting and accounting for the organization
- Change the Financial Manager due to staff turnover, the appointment of an interim
- Identify a new permanent Financial Manager (due to the creation of a new organization code)
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
Purpose: To assist with change fund reconciliation
Last Updated: January 11, 2021
Change Fund Request Form
Purpose: Use this form to request a change fund.
Last Updated: February 7, 2022
Compensatory Time Off Payout Request
Purpose: Supervisors may request a payout of accrued compensatory time off for any/all employee(s) by completing the payout request form and obtaining all necessary departmental and divisional approvals (funding, etc.). Employees must have more than 40 hours of accrued compensatory time off to receive consideration for payout. Email PayrollDept@charlotte.edu with questions related to the completion of this form.
Last Updated: February 10, 2025
Contract Amendment Template
Purpose: Fill this form out when an existing contract between a contractor and the University needs to be changed.
Contact Email: purchasing@charlotte.edu
Last Updated: July 24, 2024
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
Currency Order Form
Purpose: Departments should complete this form when they need to order cash. Please note that all funds must be ordered from the bank and can take up to 72 hours to arrive. You will be contacted when your funds are available for pick up.
Last Updated: October 18, 2021
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
eCommerce Access Request (EC-AR) eForm
Purpose: Submit all eCommerce access or termination requests through this online electronic form (eForm). Reference the Knowledge Base FAQs for more guidance.
Last Updated: January 10, 2025
Electronic Receipt Book Request
Purpose: Use this Google Form to request an electronic receipt book.
Last Updated: June 14, 2024
Employee & Student Direct Pay Request (ESDPR)
Purpose: Use this form to process non-payroll payments to employees and students, which will mainly encompass reimbursements for expenses incurred by employees/students for university business purposes and which are not related to travel.
Payments that should not be processed on this form:
- For student scholarships and travel awards, process via the SEA (Student Educational Award) system.
- For travel reimbursements, process via a Travel Reimbursement & Expense Report (TRER) or Mileage & Transportation Reimbursement Form (MTR).
- For payments to vendors who are not employees and/or students and where a purchase order is not issued, process via 49er Mart using the eCR form.
- For payments to individuals for services, see How to Pay Individuals guidance and flowchart for additional information.
Sponsored guest payments should be submitted on an ESDPR.
Contact Email: travel@charlotte.edu
Last Updated: February 9, 2024
Entertainment Expenditure Form
Purpose: Complete this form when you incur costs of a personal nature with a valid business purpose when the activity is not directly related to a university program, formal workshop, conference, seminar, training session, or retreat. This form should accompany applicable 49er Mart payments [it does not need to be included with Employee & Student Direct Pay Requests (ESDPRs)].
Contact Email: travel@charlotte.edu
Last Updated: August 1, 2022
Federal Form W-4 Employee’s Withholding Certificate
Federal Form W-4 Employee’s Withholding Certificate
Federal Form W-4 Employee’s Withholding Certificate
Use 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 security number and other personally identifiable information. FAQ instructions on how to establish or change your Form W-4 online are available. Otherwise, securely deliver your forms to the Payroll Department using one of the three delivery methods mentioned in the FAQ.
Note: The current IRS Form W-4 is available in Banner Self Service.
Contact Email: PayrollDept@charlotte.edu
Last Updated: September 18, 2023