What is an Agency Account?
All fully approved student organizations are eligible to open an on-campus Agency Account which is an alternative to an off-campus bank account. While off-campus accounts are more flexible, they provide no oversight by the UNC Charlotte staff. On-campus Agency Accounts are advantageous because they require UNC Charlotte staff approval of all expenditures, which will eliminate overdrafts and help prevent misuse of funds. Also, an Agency Account does not require a tax identification number from the Internal Revenue Service (IRS).

Agency Accounts follow the spending guidelines set forth by UNC Charlotte.

• All accounts must maintain a minimum of $25.00 except when renting a vehicle, which requires a minimum of $50.00.
• The president and treasurer of the student organization must complete the "Financial Workshop for Agency Accounts" before money can be accessed.
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• Funds for deposit are submitted to the Student Organizations Administrative Assistant.
• The signatures of the president or treasurer, Student Organizations Administrative Assistant, and SAFC Business Manager are required for all expenditures.

  To learn more about an Agency Account, click on the documents listed below to review and print the application and forms.