This form is required to be completed by foreign national visitors in order for the visitor to receive payments from UNC Charlotte. Used to ask for a refund on tuition, housing, and dining fees and charges due to extenuating circumstances. 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.). This access requires the completion of two courses: Banner Finance Training (in Canvas) and Security Awareness Training (in LOD Portal). This form will be used for all journal entries, book receipts, and book disbursements. PDF The University of North Carolina at Chapel Hill Typically, an employer requesting authorization will require a voided check to ensure that the account is valid. There are also form instructions, a rates reference tab, meal tier appendix tab, and a related web links tab. You will be contacted when your funds are available for pick up. question. Enter the abbreviated speaker checklist at the Independent Contractor page in Connect Carolina: At the drop down questions, select "Yes" at the "Are you submitting a form for a speaker?" Instructions for I-9 Form I-9 Supplement Employee Relations Forms SHRA Grievance Forms - Step 1 SHRA Grievance Forms - Step 2 Leave Forms Family Medical Leave Act - Employee Rights & Responsibilities FMLA Form WH-380-E (Certification of Health Care Provider for Employee's Serious Health Condition) Purpose: Fill this form out when an existing contract between a contractor and the University needs to be changed. Direct Deposit Authorization for SHRA and EHRA Non-Faculty Employees. Chapel Hill, NC 27599 Purchasing Card eForm - Close-New October5 PDF Form PR-8A The University of North Carolina at Chapel Hill Direct Please note that all funds must be ordered from the bank and can take up to 72 hours to arrive. By electing this option, your refund will be directly deposited into your checking or savings account at the financial institution of your choice rather than waiting for a mailed check. 919-843-2300 Phone 919-962-8396. PDF (Portable Document Format) is a file format that captures all the elements of a printed document as an electronic image that you can view, navigate, print, or forward to someone else. Phone: 919-843-5047, Jezreel Hunter Office of Human Resources If you have questions or address changes, call 1-800-992-9457. Federal W-4 Withholding Form. UNC Asheville requires that all employees be paid by direct deposit, unless exempted by the Payroll Manager. I. For security purposes, do not email a completed tax form containing your social security number and other personally identifiable information. Employees should make all direct deposit account changes using the secure Self-Service Direct Deposit option in ConnectCarolina. Direct Deposit - Payroll Version Date: September 25, 2019. out the form below, complete the information,attach a voided preprinted check with 104 Airport Drive your name on it from your bank account or an official letter or document from your If the employee desires to continue to claim exemption from withholding for either federal tax or North Carolina state tax for the next calendar year, new tax forms, Form W-4 or Form NC-4EZ must be received by the Payroll Office via US Mail or fax (see above) by February 10th of the next calendar year. for more information on the p-card eform. View these FAQs for more information on the p-card eform. Non-portal vendors must return this form along with a voided check or official bank letter to the requesting department at UNC via US Mail or FAX. 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. View these. CB #1045 To set up Direct Deposit for net financial aid proceeds or student payroll, print Use this form to request a change to the custodian for petty cash or change fund. . View these, Third Party Lodging Authorization Request (Non-hotel lodging), UNC Charlotte General Contract Terms and Conditions, UP 602.11 Appendix B - Reportable Gifts, Awards, & Prizes Form, UP 602.11 Appendix C - Gifts, Awards, & Prizes Log Sheet, search for a supplier, request a new supplier and update an existing supplier in 49er Mart, Travel Reimbursement & Expense Report (TRER), Mileage & Transportation Reimbursement Form (MTR), Federal Form W-4 Employee's WithholdingCertificate, Request for Banner Finance/49er Mart Access, Fixed Assets Disposition and Change eForm, Mileage and Transportation Reimbursement (MTR) effective January 1, 2023, Mileage and Transportation Reimbursement (MTR) effective July 1, 2022, Moving Expense Reimbursement Allowance Request Form, Moving Reimbursement Pre-Approval Request, NC-4 Form NC Employee's Withholding Allowance Certificate, Petty Cash ReimbursementReconcilation Form, Pressing Need or Emergency Justification From, Third Party Lodging Authorization Request (non-hotel lodging), The University of North Carolina at Charlotte, 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), For student scholarships and travel awards, process via the, For payments to vendors who are not employees and/or students and where a purchase order is not issued, process via, For payments to individuals for services, see. Title: Independent Contractor Reviewer For more details, see the Out-of-State Employees Guidance page. Those who are unable to secure an account at an eligible financial institution or who believe that enrollment in direct deposit will result in an extreme hardship may fill out anDirect DepositExemption Request Form(see the Forms page). UNC Asheville requires that all employees be paid by direct deposit, unless exempted by the Payroll Manager. Please note, if you are an international student and made your payment through Flywire, any overpayments will be refunded through Flywirenot direct deposit. hr@unc.edu, Careers Payroll sends the bank files through with an effective date of payday each cycle, however, each bank determines what time the monies will post to individual accounts. The Direct Deposit Enrollment & Change Form, along with the acceptable banking information, must be presented in person with ID to the Payroll office. PDF 1218.1.2f Direct Deposit Authorization Form for Vendors If you are a Foreign National, please email payrollt@uncg.edu to schedule an appointment for a tax residency assessment before you begin working at the University. Purpose: This form should be used to request access to salary and position information related to all EHRA, SHRA, Temporary, and Student Workers. Becoming a Vendor with UNC-Chapel Hill - Finance and Budget Title of the person who is primarily responsible for issuing this policy. UEOHC will review the records and indicate if the employee will require further immunizations in order to stay in the position. If there are extenuating circumstances, direct deposit enrollment forms can be accepted in person in the Payroll Services Office. Use this form only if you do not have access to online tax information at my.charlotte.edu. Purpose: Use this form to request a moving reimbursement/allowance for a new employee. To make a change, complete the, Universitys Payroll Direct Deposit Policy, Setting up Direct Deposit and Changing Account Information Quick Reference Card (QRC), Setting up Multiple Accounts for Direct Deposit Quick Reference Card (QRC), 2022 Annual Comprehensive Financial Report, 2021 Annual Comprehensive Financial Report, 2020 Comprehensive Annual Financial Report, 2019 Comprehensive Annual Financial Report, 2018 Comprehensive Annual Financial Report, 2017 Comprehensive Annual Financial Report, Chapel Hill Investment Fund Information Requests, Employee Payment and Leave Reporting (TIM), Graduate Student Health Insurance Program (GSHIP), Manage Set Off Debt Collection Act (SODCA), Anonymous Report of UNC-Chapel Hill Card Abuse, Accounts Not Allowed in Accounts Payable Combo Edit, Purchase Requisition Attachments Checklist, State Treasurer Deposits and Reimbursements, Travel Allowances, Mileage and Per Diem Rates, Business Travel Frequently Asked Questions. Payroll Forms. Temporary SHRA employees may be terminated at any time without prior notice or additional compensation. bank, and return the form to the UNC Card Office located in the University Center. It includes the Travel Authorization Form,Travel Reimbursement & ExpenseReport, Travel Reimbursement & Expense Report Checklist,and aGroup Travel List. Direct-Hire Temporary Employment - UNC Human Resources Payroll OfficeUNC GreensboroLocation: 821 South Josephine Boyd St., Greensboro, NC 27403Mailing Address: PO Box 26170 , Greensboro, NC 27402-6170or fax form to (336) 334-3131. If you have 2022 mileage to submit for reimbursement, use the2022 MTR form. Create Document. Monitor your account. All employees must comply with the Universitys policy on HIV-infected or Hepatitis B-infected employees engaged in University health care activities, including disclosure to their department head, dean, division chief, Senior Director of Employee & Management Relations, or chair of the Universitys AIDS Task Force if they are or become infected with either virus. not directly related to a university program, formal workshop, conference, seminar, training session, or retreat. Agreements can only be effective for one year at a time. As one alternative for employees, the University has agreements with both Wells Fargo and Bank of America to provide a package of banking services for all University employees. If you do not use checks, obtain a letter from your bank stating the bank account Direct Payroll Deposit Authorization Form for Faculty, Post-Docs, and EPA Student Employees. This acknowledgement form is required for all University employees that interact with credit/debit card data, functions, or systems. Free Direct Deposit Authorization Forms (22) - PDF | Word - eForms Use this form only if you do not have access to online tax information at, . Your payor may ask you to complete their own form in order to process your request. Employee & Student Direct Pay Request (ESDPR), with a valid business purpose when the activity is. Financial Aid Video Library. Direct Deposit is the fastest and most secure way to receive your refund. Press Alt + 0 within the editor to access accessibility instructions, or press Alt + F10 to access the menu. This allows paperless transmittal between the University and banking institutions and provides a safe, reliable method for ensuring employees' receipt of their pay. Introduction. This template should be used to clearly define the scope of work, deliverables, and terms associated with the agreement. Payments that should not be processed on this form: Purpose: Complete this form when you incur costs of a personal nature with a valid business purpose when the activity isnot directly related to a university program, formal workshop, conference, seminar, training session, or retreat. Use this form to request a mobile communication device (MCD) allowance, perUniversity Policy 602.10, Mobile Communication Device Allowances, Section III. You will need to have access to a bank account to complete the direct deposit form and may need to provide a voided check. PDF Setting up Direct Deposit and Changing Account Information Purpose: This document should be used when receipts are being submitted to Disbursements-Travel. Managing direct deposit accounts online uses Duo two-step verification to make sure you are who you say you are before you access Direct Deposit. 7-1919 to obtain a payroll check number. Verify the correct address and direct deposit information is in Banner before submitting this request. IV. Paper checks for student employees will be mailed to their permanent addresses. Department of Environment, Health & Safety (EHS), Temporary Employees section of the Welcome to Carolina Blue website, North Carolina 457(b) Deferred Compensation Plan. Purpose: This document has the terms and conditions of general contracts. Form W-4 allows the University Payroll Department to withhold the correct federal income tax from your pay. Exceptions. PLEASE COMPLETE IN BLUE OR BLACK INK. In accordance with the tax regulations, withholding adjustments cannot be made retroactive. Use your UNC Charlotte login credentials to access this eForm. Direct deposit provides assurance that your pay will be in your bank account as of the bank opening on pay day. Employees should review the step-by-step instructions in the guide listed below before logging in to Self Service and carefully completing the steps. A receipt will be automatically emailed to the preparer based on the preparer's UNC Charlotte ID number provided in the signature area. Phone: 919-962-7242 Purpose: Use this form to request a waiver for competition. Account Holder Name: Federal ID (TIN/SSN): Bank Name: Bank Routing Number: Account Number: Checking Savings Remit Address(s) for Applicable Accounts(s): Email address for payment notification: Authorized Signature Printed Name: Date: Information on the Wells Fargo program can be found, MyAccess Checking is the fee-free checking account offered by Bank of America for your direct deposit of pay. North Carolina Direct Deposit Form 3 - PDFSimpli Other departments needing Banner Finance and/or 49er Mart access must complete the. View these. The department is also expected to let such employees know that Payroll will be in touch with them regarding the balance owed. Unit: Accounts Payable and Vendor Services Purpose: Complete this form foractual missing receiptsthat includethe 5 Ws (Who, What, When, Where, and Why) in the purchasing card comments or on the reimbursement request (e.g., TRER, ESDPR). ADDING IN HAND WRITTEN NAMES IS NOT ALLOWED. Submit a direct deposit authorization form upon hiring and whenever your bank or account informati on changes. Purpose: Departments should complete this form when they need to order cash. Employees should check with their individual bank to determine the specific time their money will be posted to their checking or savings account. If the bank or credit union returns the funds to the University, the refund will be processed automatically after direct deposit information is updated. Purpose: Use this Excel form to request a new Banner fund (excludes grants and contracts administered through Research Cost Management). PDF Direct Deposit Authorization Form for Vendors - Finance and Budget Use this form to report an employee salary overpayment. Purpose: Use this eForm to create a new off-campus equipment use agreement or to extend or terminate an existing agreement. If the date on which this document became/becomes enforceable differs from the Origination or Last Revision, this attribute reflects the date on which it is/was enforcable. Employees can enroll in direct deposit by using 2-Step Verification (Duo) and ConnectCarolinas Self-Service menu. Failure to notify the Payroll Office may cause your pay to be delayed for as long as one week. In order to view instructions select a year from the list below to view the instructions for that specific tax year. Virginia. As a condition of employment, all employees paid at UNC Greensboro must participate in the University Direct Deposit program (Payroll Policy 1). DO NOT EMAIL TAX FORMS. Federal Form W-4 Employee's Withholding Allowance Certificate. Online access provides a secure way to view or print your pay notifications not only for the current pay period but for past pay periods. Forms | Financial Services | UNC Charlotte FAQ instructions on how to establish or change your Form W-4 online are available. You will be contacted when your funds are available for pick up. | Direct deposit of pay is made into the bank or credit union account that the employee selects. New employees must complete aDirect Deposit Enrollment and Change Form (see the Forms page) and include acceptable documentation of their banking information. IRS Form W-9 - Request for Taxpayer Identification Number and Certification Use your UNC Charlotte login credentials to access this eForm. If you have technical problems with direct deposit functionality, contact the Help Desk at 919-962-4357 (HELP). Salary Overpayments Form School, Department, or other organizational unit issuing this document. Use this eform to close an existing p-card account, e.g., if an employee transfers to another department, has terminated employment, the card is no longer used, or if card use is not in compliance with policy and supporting procedures. If you have questions regarding yourdeductions, please contact thePayroll Office at 828.251.6661. Purpose: The ICC form is used to determine the worker classification (Independent Contractor or Employee) of a service provider. Refunds | Niner Central | UNC Charlotte Direct Deposit of your pay is a safe and secure way to make sure you receive your net pay in a timely manner. Direct Deposit Enrollment and Change Form. If you have any questions about setting up Direct Deposit or questions about this Vendor (supplier) addresses should be updated using the Existing Supplier Updates form in 49er Mart. All approvals as indicated on the form must be obtained. Requests must be submitted no less than two weeks before the travel dates. Use this eform to close an existing p-card account, e.g., if an employee transfers to another department, has terminated employment, the card is no longer used, or if card use is not in compliance with policy and supporting procedures. Use your UNC Charlotte login credentials to access this eForm. Our service offers you an extensive selection of templates that are offered for filling out on the internet. If your department/unit is interested in being able to process payment cards (e.g., credit cards) for University-related activity, please fill out this initial interest form to assess whether your department/unit meets the required criteria. 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. Complete the general information section, speaker checklist, how fee is determined, and certification of UNC at Chapel Hill Department sections. Otherwise, securely deliver your forms to the Payroll Department using one of the three delivery methods mentioned in theFAQ. Employees must have Duo 2-Step ena-bled to access Direct Deposit. 919-843-2300 Show details How it works Open form follow the instructions Easily sign the form with your finger Send filled & signed form or save Rate form 4.8 Satisfied 240 votes be ready to get more Create this form in 5 minutes or less Get Form Working. Setting up Duo 2-Step Page Last Updated: Today | Contact for this Page: Emily Hutchison, Privacy Policy . Please use the Check Number found in Banner Vendor Detail History (FAIVNDH) or contact Payroll at Payrolldept@uncc.edu or ext. Account Holder Name: Federal ID (TIN/SSN): Bank Name: Bank Routing Number: Account Number: Checking Savings Remit Address(s) for Applicable Accounts(s): Email address for payment notification: Authorized Signature Printed Name: Date: Employees must have more than 40 hours of accrued compensatory time off to receive consideration for payout. The University of North Carolina at Chapel Hill. Direct deposit provides assurance that your pay will be in your bank account as of the bank opening on pay day. Payroll Services Work-Study FAQs - Office of Scholarships and Student Aid Exemptions can only be granted by and are at the discretion of the Payroll Manager based on the evidence provided by the employee. Use this deposit form to make cash & check deposits for all departments on campus. Please reference theMoving ExpenseProceduresfor detailed information. Use this eform to request a new p-card, e.g., if you are a new employee or transfer to a different department and your new position requires the use of a p-card. for more information on the p-card eForm. Students are required to sign up for electronic refund in order for the Cashier's Office to most quickly deliver any credit balances directly to their bank accounts. Fax: 919-962-4140, 2023 University of North Carolina at Chapel Hill, Universitys Payroll Direct Deposit Policy, Procedure 1106.1 Enrolling, Cancelling, or Initiating Changes to Direct Payroll Deposit, Form 1106.1.1f Direct Payroll Deposit Authorization Form for all SHRA Employees (Perm, Temp, Student) and EHRA Non-Faculty Employees, Form 1106.1.2f Direct Payroll Deposit Authorization Form for Faculty, Post Docs and EHRA Student Employees, Policy 1107 Required Salary and Benefit Deductions, Policy 1110 Graduate Student Payroll and Other Non-Statutory Deductions, North Carolina State Employees Credit Union, SEANC (State Employees Association of North Carolina) Dues, 2022 Annual Comprehensive Financial Report, 2021 Annual Comprehensive Financial Report, 2020 Comprehensive Annual Financial Report, 2019 Comprehensive Annual Financial Report, 2018 Comprehensive Annual Financial Report, 2017 Comprehensive Annual Financial Report, Chapel Hill Investment Fund Information Requests, Employee Payment and Leave Reporting (TIM), Graduate Student Health Insurance Program (GSHIP), Manage Set Off Debt Collection Act (SODCA), Anonymous Report of UNC-Chapel Hill Card Abuse, Accounts Not Allowed in Accounts Payable Combo Edit, Purchase Requisition Attachments Checklist, State Treasurer Deposits and Reimbursements, Travel Allowances, Mileage and Per Diem Rates, Business Travel Frequently Asked Questions. The password structure is as follows: First two letters of your first name (capitalized, legal name), first two letters of your last name (capitalized, legal name), two digit day of birth, last two digit year of birth, with no spaces. How to Set Up Direct Deposit - Wells Fargo Note that new employeesshould NOT complete this form for themselves. Direct Deposit Authorization for Faculty, Postdocs and EHRA Students. To request a speaker, obtain department approvals and send the Speaker Checklist (Finance Form 708.3.1f) and IRS Form W-9 to the speaker for completion and signatures. Purpose: Use this form to request authorization to stay in a 3rd party establishment. Forms | Payroll - UNC Greensboro In addition, they are not eligible for layoff priority employment or severance pay. Affirmative Action/Equal Employment Opportunity/Title IX Policy & Coordinator. A receipt will be automatically emailed to the preparer based on the preparer's UNC Charlotte ID number provided in the signature area. Training documents are available for enrolling and managing your direct deposit of pay accounts: If you have any questions about the direct deposit of pay, please email payroll@unc.edu. Direct deposit of your pay protects you against loss or theft of your pay check. Each speaking engagement is separate, and speakers may provide more than one speaking engagement per calendar year using the abbreviated checklist as long as $5,000 and one-week criteria limits are met. Departments that hire speakers may use this option when the requirements are met. INFORMATION WILLALSONOT BE ACCEPTED. Get UNC Direct Deposit 2011-2023 - US Legal Forms Form 1106.1.2f Direct Payroll Deposit Authorization Form for Faculty, Post Docs and EHRA Student Employees. UNC-Chapel Hill, 104 Airport Drive Those who are unable to secure an account at an eligible financial institution or who believe that enrollment in direct deposit will result in an extreme hardship may fill out an Direct Deposit Exemption Request Form (see the Forms page ). For instructions on how to establish or change your Form NC-4 online, see, Petty Cash Reimbursement & Reconciliation Form, Petty Cash/Change Fund Change of Custodian Form, Pressing Need or Emergency Purchase Justification Form, Use this eform to request a new p-card, e.g., if you are a new employee or transfer to a different department and your new position requires the use of a p-card. Direct deposit is secure, reliable, convenient and fast, and with direct deposit there are no lost checks. . is_redirect && ! Please reference the Moving ExpenseProcedures for detailed information. This form (PR-8A) is for use by Faculty, Post-Docs, and EPA Student Employees only. Purpose: Travelers who are unable to pay for certain out-of-pocket expenses before reimbursement may request a travel advance. out the form below, complete the information,attach a voided preprinted check with Carolina Talent UNC-Chapel Hill, 104 Airport Drive Please review the MCD FAQsfor additional guidance on completing this eForm. Verify or update your direct deposit information, please login to UNCGenie self-service. Note that new employeesshould NOT complete this form for themselves. Employees enrolled in direct deposit can view details of earnings and deductions by accessing their pay notifications online using the Self-Service menu in ConnectCarolina. All University of North Carolina at Chapel Hill employees are enrolled as a vendor in the ConnectCarolina system upon hire by the units Human Resources Manager,which enables them to receive pay through Payroll Services. This criteria is defined in Policy 602.11. The attachment is a password protected, encryptedPDF document.