Forms

Salary Overpayments Form

Salary Overpayments Form

Salary Overpayments Form
Use this form to report an employee salary overpayment. Note that departments are responsible for informing current and former employees that they were overpaid. The department is also expected to let such employees know that Payroll will be in touch with them regarding the balance owed. The employee should be expecting an overpayment invoice BEFORE Payroll makes contact with them.

Last Updated: June 22, 2021

Student Refund Replacement Request

Student Refund Replacement Request

This form should be used (by students only) to provide the Student Accounts Office information needed to research a lost refund check. Please note requests for replacement refunds will not be accepted until 15 days after the date the original check was issued to allow time for delays due to mail delivery.

Last Updated: June 30, 2021

Tax Withholding Estimator
Categories:Forms, ResourcesTags:Tax Office

Tax Withholding Estimator

Use form to determine how much Federal withholding to have withheld from your paycheck.

Contact Email: PayrollDept@uncc.edu

Last Updated: January 11, 2021

Third Party Lodging Authorization Request (Non-hotel lodging)
Categories:Forms, ResourcesTags:Travel

Purpose: Use this form to request authorization to stay in a 3rd party establishment. Requests must be submitted no less than two weeks before the travel dates.

Contact Email: travel@uncc.edu

Last Updated: March 6, 2019

Travel Advance Request
Categories:Forms, ResourcesTags:Travel

Purpose: Travelers who are unable to pay for certain out-of-pocket expenses before reimbursement may request a travel advance. This workbook also contains a “Meal Allowance Log.” Departments must obtain approval from Disbursements before the event takes place in order to use this log for a travel advance.

Contact Email: travel@charlotte.edu

Last Updated: February 26, 2024

Travel Authorization eForm
Categories:Forms, ResourcesTags:Travel

Travel Authorization eForm

Purpose: This is an optional eForm version of the Travel Authorization that departments may choose to use for the individual, group, or blanket travel instead of the Excel version of the Travel Authorization.

Last Updated: January 11, 2021

Travel Forms Package
Categories:Forms, ResourcesTags:Travel

Purpose: This package contains the forms needed to document and request reimbursement for overnight travel. It includes the Travel Authorization Form, Travel Reimbursement & Expense Report, Travel Reimbursement & Expense Report Checklist, and a Group Travel List. There are also form instructions, a rates reference tab, meal tier appendix tab, and a related web links tab.

Contact Email: travel@charlotte.edu

Last Updated: February 26, 2024

Tuition, Housing, and Dining Appeal Form

Tuition, Housing, and Dining Appeal Form

Used to ask for a refund on tuition, housing, and dining fees and charges due to extenuating circumstances.

Last Updated: January 11, 2021

UNC Charlotte General Contract Terms and Conditions
Categories:Forms, ResourcesTags:Purchasing

Purpose: This document outlines the terms and conditions of general contracts.

Last Updated: November 10, 2023

UP 602.11 Appendix B – Reportable Gifts, Awards, & Prizes Form
Categories:Forms, ResourcesTags:Tax Office

Purpose: Use this form to document employee and non-employee gifts, awards, and prizes that are reportable to the Tax Office (Reese Building 327). This criteria is defined in Policy 602.11

Last Updated: January 11, 2021

UP 602.11 Appendix C – Gifts, Awards, & Prizes Log Sheet
Categories:Forms, ResourcesTags:Tax Office

Purpose: This form is recommended for departmental use to log non-reportable gifts, awards, and prizes (non-reportable to the Tax Office; see criteria in Policy 602.11, Sect. IV. See Appendix A for thresholds for reportable gifts, awards, and prizes).

Last Updated: January 11, 2021

Vendor Forms
Categories:Forms, ResourcesTags:Vendor Relations

Vendor Forms

Vendor Forms
Follow the supplier instructions to search for a supplier, request a new supplier and update an existing supplier in 49er Mart.

Contact Email: VendorRelations@uncc.edu

Last Updated: October 5, 2021

Waiver of Competition Justification
Categories:Forms, ResourcesTags:Purchasing

Purpose: Use this form to request a waiver for competition.

Last Updated: June 29, 2021

Wire Transfer FTR

FTR – Wire Transfer

This Financial Transaction Request (FTR) eForm should be used to wire payments from the university when a check or ACH payment is not possible or when sending in foreign currency. For instructions on how to complete this form, see How to Pay Vendors with Outgoing Wire Transfers

Last Updated: January 11, 2021