Pto 2038 Form PDF Details

Navigating the realm of intellectual property protection and registration in the United States can be a complex endeavor, particularly when it comes to managing financial transactions with the United States Patent and Trademark Office (USPTO). The PTO-2038 form, also known as the Credit Card Payment Form, is a critical document for applicants and patent or trademark holders aiming to manage their financial interactions with the USPTO efficiently. This form serves as the authorized method to submit credit card payments for various fees related to patents and trademarks, ensuring a streamlined process for both the filing of new applications and the maintenance of existing registrations. Completing the form accurately requires attention to detail, particularly in providing precise credit card information, billing address, and the specific request and payment information relevant to the applicant’s needs. Importantly, the form outlines strict instructions regarding the submission process, pointing out that credit card information should not be submitted electronically via USPTO’s EFS-Web or included on any document other than the PTO-2038 to safeguard the applicant's sensitive financial data. Furthermore, the form highlights the permissible refund policies and the maximum daily limit for credit card transactions, underscoring the importance of following the outlined procedures to ensure the successful processing of payments without unnecessary complications or delays.

QuestionAnswer
Form NamePto 2038 Form
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesuspto form 1, pto credit card authorization form, uspto form act, form pto 2038 uspto

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United States Patent and Trademark Office

Instructions for Completing the Credit Card Payment Form

Credit Card Information

Enter all credit card information including the payment amount to be charged to your credit card and remember to sign the form. The United States Patent and Trademark Office (USPTO) cannot process credit card payments without an authorized signature.

The USPTO does not accept a general authorization to charge any payment deficiency or any additional fees to a credit card.

The USPTO does not accept debit cards or check cards that require use of a personal identification number as a method of payment.

Credit Card Billing Address

Address information is required for credit card payment as a means of verification. Failure to complete the address information, including zip/postal code, may result in the payment not being accepted by your credit card institution.

Request and Payment Information

Provide a description of your request based on the payment amount. For example, indicate the item as “basic filing fee” (patent) OR “first maintenance fee” (patent maintenance fee) or “application for registration” (trademark) OR “certified copy of a patent” (other fee).

Indicate the nature of your request by the type of fee you wish to pay: Patent Fee, Patent Maintenance Fee, Trademark Fee or Other Fee. Complete information for each type of fee as applicable to identify the nature of your request. Indicate only one type of fee per form.

If you are requesting and paying a fee based on a previously filed patent or trademark application, indicate the application/serial number, patent number or registration number that is associated with your request. “Other Fee” is used to request copies of patent and trademark documents, certified copies, assignments, and other information products.

IDON numbers are assigned by the USPTO for customers ordering patent and trademark information and products specified as “Other Fee” on the order form. If you have been assigned an IDON number from a previous customer order, include it with your request.

For more information on USPTO fees and amounts, refer to the current fee schedule at www.uspto.gov. To request a copy by mail, call the USPTO Contact Center at (800) 786-9199 or (571) 272-1000. Information on mailing addresses is also available at www.uspto.gov.

Protect Your Credit Card Information

The USPTO strongly recommends using this form for credit card payments submitted by mail, facsimile, or by hand-delivery. To protect your credit card information use only this form and do not include credit card information on any other form or document.

To protect your credit card information, do not submit this form electronically through “EFS-Web” or any other USPTO Web site. Credit card information for electronic credit card payments should be entered exclusively on the USPTO Web site providing electronic payment capability.

United States Patent and Trademark Office

Instructions for Completing the Credit Card Payment Form

The Privacy Act of 1974 (P.L. 93-579) requires that you be given certain information in connection with the request for information solicited on the Credit Card Payment Form (PTO-2038). Accordingly, pursuant to the requirements of the Act, please be advised that: (1) the authority for the collection of this information is 15 U.S.C. § 1113 or 35 U.S.C. § 41 and

37 CFR 1.16-1.28, 1.492, or 2.6-2.7; (2) furnishing of the information solicited is voluntary; and (3) the principal purpose for which the information is used by the USPTO is to charge the appropriate fee amount to the appropriate credit card account. If you do not furnish the requested information, the USPTO may not be able to charge the fee to the credit card or the credit card institution may refuse to accept the charge, either of which will result in the fee being treated as not having been paid.

The information provided by you in this form will be subject to the following routine uses:

(1)The information on this form will be treated confidentially to the extent allowed under the Freedom of Information Act (5 U.S.C. § 552) and the Privacy Act (5 U.S.C. § 552(a)). Records from this system of records may be disclosed to the Department of Justice to determine whether disclosure of these records is required by the Freedom of Information Act.

(2)A record from this system of records may be disclosed, as a routine use, in the course of presenting evidence to a court, magistrate or administrative tribunal, including disclosures to opposing counsel in the course of settlement negotiations.

(3)A record in this system of records may be disclosed, as a routine use, to a Member of Congress submitting a request involving an individual when the individual has requested assistance from the Member with respect to the subject matter of the record.

(4)A record in this system of records may be disclosed, as a routine use, to a contractor of the Agency having need for the information in order to perform the contract. Recipients of information shall be required to comply with the requirements of the Privacy Act of 1974, as amended, pursuant to

5 U.S.C. § 552a(m).

(5)A record from this system of records may be disclosed, as a routine use, to the Administrator, General Services Administration (GSA), or his designee, during an inspection of records conducted by GSA as part of that agency’s responsibility to recommend improvements in records management practices and programs, under authority of 44 U.S.C. § 2904 and § 2906. Such disclosure shall be made in accordance with the GSA regulations governing inspection of records for this purpose, and any other relevant (I.E., GSA or Commerce) directive. Such disclosure shall not be used to make determinations about individuals.

PTO-2038 (06-2021)

United States Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE

Credit Card Payment Form

(Do not submit this form electronically via EFS-Web) Please Read Instructions before Completing this Form

Credit Card Information

 

Credit Card Type:

Visa

MasterCard

American Express

Discover

 

Credit Card Account #:

 

 

 

 

 

 

 

 

 

 

Credit Card Expiration Date (mm/yyyy):

 

 

 

 

 

 

 

 

 

Name as it Appears on Credit Card:

 

 

 

 

 

 

 

 

 

Payment Amount (US Dollars): $

 

 

 

 

 

 

 

 

 

 

Cardholder Signature:

 

 

Date (mm/dd/yyyy):

 

The USPTO accepts a handwritten signature or an s-signature under 37 CFR 1.4(d).

Refund Policy: The USPTO may refund a fee paid by mistake or in excess of that required. A change of purpose after the payment of a fee will not entitle a party to a refund of such fee. The USPTO will not refund amounts of $25.00 or less unless a refund is specifically requested and will not notify the payor of such amounts (37 CFR 1.26). Refund of a fee paid by credit card will be issued as a credit to the credit card account to which the fee was charged.

Maximum Daily Limit: There is a $24,999.99 daily limit per credit card account effective June 1, 2015. There is no daily limit for debit cards.

Credit Card Billing Address

Street Address 1:

Street Address 2:

City:

State/Province:

Country:

Daytime Phone #:

Zip/Postal Code:

Fax #:

Request and Payment Information

Description of Request and Payment Information:

Patent Fee

Application No.

Patent Maintenance Fee

Application No.

Trademark Fee

Application No.

Other Fee

IDON Customer No.

Patent No.

Patent No.

Registration No.

Attorney Docket No.

Identify or Describe Mark

If the cardholder includes a credit card number on any form or document other than the Credit Card Payment Form or submits this form electronically via EFS-Web, the United States Patent and Trademark Office will not be liable in the event that the credit card number becomes public knowledge.

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