Forms
Financial Services Access Request Form (FS Employees Only)
Financial Services Access Request Form (FS Employees Only)
This form is for Financial Services use only to request access to: Banner, RACF, NCID and Core Banking. Other departments needing Banner Finance and/or 49er Mart access must complete the Request for Banner Finance/49er Mart Access. This access requires completion of two courses: Banner Finance Training and IT Security Training.
Contact Email: finsystems@charlotte.edu
Last Updated: June 23, 2021
Financial Transaction Request (FTR)
Purpose: This form is used to initiate all journal entries, including book receipts and book disbursements. For help using the form, refer to the FTR FAQs.
Related Resource: For detailed guidance on recognizing, preparing and reviewing journal entries, including how to select the correct transaction type, see the FTR (Journal Entry) Guidelines.
Contact Email: GeneralAccounting@charlotte.edu
Last Updated: May 29, 2025
Fixed Assets Building and Infrastructure Disposition eForm (for use by FM personnel only)
Fixed Assets Building and Infrastructure Disposition eForm (for use by FM personnel only)
Purpose: This eForm is for use only by Facilities Management personnel to record the disposition of a building or infrastructure asset.
Last Updated: January 11, 2021
Fixed Assets Disposition & Change eForm
Fixed Assets Disposition and Change eForm
Purpose: Use this eForm to surplus assets; report assets that are lost, stolen, or cannibalized for parts; trade-in assets; transfer an asset to another UNC Charlotte Department; transfer an asset between agencies; return product to vendor; change the name of the custodian or location of an asset within your department.
Last Updated: January 11, 2021
Fixed Assets Fabricated Equipment Use eForm
Fixed Assets Fabricated Equipment Use eForm
Purpose: Complete this electronic form (eForm) to report and track the costs associated with the fabrication of equipment. This includes instances when multiple items are purchased on more than one purchase order, and those items will be combined to make one asset. A more detailed definition of fabricated equipment is provided on the form.
Last Updated: January 11, 2021
Fixed Assets Off-Campus Equipment Use eForm
Fixed Assets Off-Campus Equipment Use eForm
Purpose: Use this eForm to create a new off-campus equipment use agreement or to extend or terminate an existing agreement. Agreements can only be effective for one year at a time.
Last Updated: January 11, 2021
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
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
Imaging Document Submission (IDS) TCP Invoices eForm
Imaging Document Submission (IDS) TCP Invoices eForm
Purpose: Use this form to upload documents to a department’s drawer within the Imaging System. See the OneIT – IDS Form Submission Manual for more information.
Last Updated: April 25, 2025
Independent Contractor Checklist (ICC) Form
Independent Contractor Checklist (ICC) Form
Purpose: The ICC form is used to determine the worker classification (Independent Contractor or Employee) of a service provider. It is located in 49er Mart. Use your UNC Charlotte login credentials to access this eForm. This eForm should be completed by the department wishing to hire an independent contractor. View these FAQs for more information on the ICC.
Last Updated: November 5, 2024
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: July 24, 2024
Initial Interest Form to Process Payment Cards (EC-IIF)
Initial Interest Form to Process Payment Cards (EC-IIF)
Purpose: To initiate and assess department/unit eligibility for payment card processing (e.g., credit cards) for a University-sponsored purpose. If you are interested, please complete this brief initial interest form. It will provide key information to Merchant Services, allowing them to evaluate your eligibility and determine the most suitable path forward.
Contact Email: eCommerce@charlotte.edu
Last Updated: April 30, 2025
Interdepartmental Invoice eForm
Interdepartmental Invoice eForm
This electronic form (“eform”) is to be used to transfer payments for goods/services performed for campus departments by another campus department.
Last Updated: January 11, 2021
Mileage & Transportation Reimbursement (MTR)
2025 Mileage and Transportation Reimbursement (MTR) – effective Jan. 1, 2025- 2024 Mileage and Transportation Reimbursement (MTR)
Purpose: This form is for non-employees and students to request reimbursement for miles driven using a personal vehicle as well as parking, ride sharing, light rail or transit pass expenses. All business miles will be reimbursed at the IRS Standard Business Mileage rate, which is subject to change periodically (note that the rate changed, effective January 1, 2025).
Non-employees (e.g., job candidates and speakers) and students will use the current paper forms to handle their expenses until this population transitions into Concur later. Graduate assistants were loaded into Concur as employees at the time of the initial launch.
Note: UNC Charlotte faculty, staff and graduate students should use Concur to submit a mileage-only travel Expense Report.
Contact Email: travel@charlotte.edu
Last Updated: January 1, 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 expense. Be prepared to provide additional documentation or make further attempts to obtain a detailed receipt if requested by the Disbursement staff. Make sure the form is signed and dated electronically (preferred) using DocuSign.
UNC Charlotte faculty, staff and graduate students should use Concur to submit a Missing Receipt Declaration for travel-related and purchasing card expenses.
Contact Email: travel@charlotte.edu
Last Updated: May 20, 2025
Mobile Communication Device (MCD) Allowance Request eForm
Mobile Communication Device (MCD) Allowance Request eForm
Purpose: Use this form to request a mobile communication device (MCD) allowance, per University Policy 602.10, “Mobile Communication Device Allowances,” Section III. Please review the MCD FAQs for additional guidance on completing this eForm.
Last Updated: November 5, 2024
Moving Reimbursement & Allowance Request Forms
Purpose: Use this form to request a moving reimbursement/allowance for a new employee. Note that new employees should NOT complete this form for themselves. Please reference the Moving Expense Procedures for detailed information.
Last Updated: May 1, 2024