• Banner Detail Code Maintenance Form
  This form should be used to add, delete, or modify a Detail Code in Banner Student.
• Banner Fund Name Change
  This form should be used to change the title on a Banner Finance Fund.

• Banner Request for Finance Access (Updated 2/19/10)
  This form should be used to request, change, or terminate access to Banner Finance. To locate the UNC Charlotte ID #, you must query on FTIIDEN. A valid Ship To Code must be selected before access can be completed for a requisitioner. To find this information go to Banner Links. If a Ship To Code does not exist for your department or any of the information needs to be updated, please send an email to purchasing@uncc.edu. Inquiry Only users DO NOT need to select a Ship To Code.

• Banner Request for New Fund Form (Updated 1/22/07)
  This form should be used to request a new Fund be created in Banner Finance.

• Banner Request for Position Control Access (Updated 2/19/10)
  This form requires completion of Banner Finance 101 training.

• Banner Request to Change Financial Manager (Updated 04/30/09)
  This form should be used to identify or change the person responsible for the budgeting and accounting for the organization (division, college, school, or department). This form should be used whenever the Financial Manager has changed (due to staff turnover, appointment of an Interim, etc.) or when there is a new permanent Financial Manager (due to creation of a new Organization Code).

• Book Receipt for Credit Cards (Updated 7/24/07)
  This is the deposit form that should be used to make credit card deposits by all departments on campus that have an electronic credit card processing machine.

• Budget Flexibility Request (BD-607) (Updated 12/2009)

• Budget Request to Modify/Establish Position (BREMP) (Updated 11/19/09)
  

• Budget Revision (BD-606) (Updated 8/18/05)

• Budget Transmittal (Updated 11/16/06)

• Change Fund Request Form (Updated 6/27/08)

• Change Fund Reconciliation Form (Updated 7/29/09)

• Check Research Request (Updated 8/24/09)
  This form will be used to provide the Reconciliation Department with information needed to research checks that have not been received by the payee.

• Credit Card Remittance Form

• Deposit form for Cash & Checks (Updated 9/7/06)
  This is the deposit form that should be used to make cash & check deposits by all departments on campus.

• Deposit form for Credit Cards (Updated 9/7/06)
  This is the deposit form that should be used to make credit card deposits by all departments on campus that do not have an electronic credit card processing machine.

• Direct Pay Request (Updated 11/10/09)
  This form is used to make payments that do not occur on a Purchase Order.

• Equipment Loan Form

• Field Trip Form (Updated 9/15/09)

• Financial Services Employee Only Forms

• Fixed Assets Fabricated Equipment Form (New 4/15/09)

• Food, Beverage, and Amenity Expense Documentation (Updated 11/13/08)

• Foreign National Information Form - Visitor Version
  This form is required to be completed by foreign national visitors in order for the visitor to receive payments from UNC Charlotte.

• Gifts
• Gifts of cash
  • Methods of Giving - Bank Draft Authorization
  • Payroll Deduction Opportunity for Faculty & Staff
• Gifts of Securities
  • The Foundation of The University of North Carolina Charlotte, Inc.
    • Letter of Authorization (LOA)
    • Stock Power
  • The Athletic Foundation of The University of North Carolina Charlotte, Inc.
    • Letter of Authorization (LOA)
    • Stock Power

• Grants & Contracts Award Budget Setup (Updated 9-14-06)

• Imprest Fund Establishment Request Form

• Independent Contractor/Employee Checklist (Updated 3/25/09)
  This form is used to determine the worker classification (independant Contractor or employee) of a service provider.

• Interdepartmental Invoice Form (Updated 10/1/07)
  This form is to be used to transfer payments for goods/services performed for Campus departments by another Campus department.

• International Wire Direct Pay Form (Updated 8/3/05)
  The two forms in this worksheet should be used to process Wire Transfers from the University

• Journal Voucher Form (Updated 11-25-09)
  NOTE NEW FORM CHANGES This form will be used for all book receipts, book disbursements, or journal entries that you normally send to Jeanette Schick.

• Mileage & Parking Reimbursement
  NOTE NEW MILEAGE RATES EFFECTIVE 1/01/09 (Updated 01/04/10)

• Missing Original Receipts Affidavit

• Moving Expense Reimbursement Form
  NOTE NEW SUBSISTENCE RATES EFFECTIVE 1/01/10 (Updated 7/10/09)
  

• Participant Stipend Form

• Payroll Compensatory Leave log

• Payroll Military Leave Memo

• Personnel Forms Link to Academic Affairs

• Petty Cash/Change Fund Change of Custodian Form

• Petty Cash Establish Fund Request Form (Updated 11/12/08)

• Petty Cash Log (New 12/20/07)

• Petty Cash Reimbursement (Updated 1/19/10)

• Pre-Payment Authorization

• Return Goods Notice (Updated 7/21/06)
  This form should be used to notify Purchasing that goods need to be return to a vendor.
  
  
• Receiving and Stores Requisistion Form

• Sponsored Programs Budget Revision Form

• Student Deduction Authorization Form

• Supplemental Data For Acquisition of Surplus, Excess or Gift Property
  
  
• Surplus Property Form (now re-named Fixed Assets Disposition Form)

• Tax - Earned Income Credit W-5

• Tax - Employee's Withholding Allowance W-4

• Tax - North Carolina Employee's Withholding Allowance NC-4

• Taxpayer Information Form (aka Vendor Information Form) (Updated 8/25/09)
  This form is used to request vendor information (substitute W-9) from vendors that need to be established in Banner. A vendor must be established in Banner before a purchase order or payment can be made.

• Travel Application for UNC Charlotte Corporate American Express Card
  Please see the Travel Manual for details on this form

• Travel Authorization for Employee
  NOTE NEW MILEAGE RATES EFFECTIVE 1/01/10 (Updated 1/04/10)

• Travel Authorization for Non-Employee
  NOTE NEW MILEAGE RATES EFFECTIVE 1/01/10 (Updated 1/01/10)

• Travel Non-Hotel Lodging Authorization Form

• Tuition, Housing, and Dining Appeal Form
  for proceedures please review the Refund Appeals Procedures

• Vendor Maintenance Form (Updated 3/17/10 Instructions only)
  This form is used to update address, Federal ID #, Social Security #, or vendor type for vendors that have already been entered into Banner.