ptab ipr filing procedure –step by step ipr filing procedure.pdf · 2021. 1. 5. · 1. ptab ipr...

PTAB IPR Filing Procedure –

Step by StepThis presentation walks through the process

for filing a new PTAB-AIA Petition, such as an IPR petition.

Rick Neifeld

Neifeld IP Law PLLC

www.Neifeld.com

rneifeld@neifeld.com

7034150012

Rick Neifeld, Neifeld IP Law, PLLC, rneifeld@neifeld.com, 7034150012, www.Neifeld.com

Log In: https://ptab.uspto.gov/#/login

Select Petition Type

Enter Patent Number

Initiate New Petition

Petition Proceeding Number Appears

• Do Not Click “Continue”

Enter First Ground In the Petition Art (Statute, Claims, Prior Art)

• Put Cursor in the “Challenged Claim Numbers”

field, and hit “Enter” key

Enter First Ground In the Petition Art (Statute, Claims, Prior Art)

First Ground Is Entered

Enter Next GroundWhen All Grounds Entered, “Continue”

Upload/Identify Documents

• POA required

• Petition required

Upload/Identify Documents

Add RPI Petitioners

Add RPI Non-Petitioners

Add Lead, First Backup, and other Backup Counsel

Review, then Pay

Certify Authorization

Your are linked to fees.uspto.gov for payment

Pay as Guest Option Fails, for PTAB AIA Petitions

You Must Pay using a USPTO Financial Manager Account, Stored Payment Method

USPTO Financial Manager Account, Stored Payment Methods, include

• USPTO Deposit Account

• Electronic Funds Transfer from a Bank Account

• Credit Cards

• Only a Deposit Account or an EFT will work

for a PTAB AIA Petition fee payment

Financial Manager – Add Payment Method

https://fees.uspto.gov/FinancialManager

Log in to Your FM Account (or create account, and

then log in.)

Click “Add Payment Method”

8 Business Days to Set Up an Electronic Funds Transfer

Electronic Funds Transfer Setup

Key Points To Know

You must file a PTAB AIA Petition using the

PTABE2E system.

Filing the Petition requires entry of all Formal Details

relating to the Petition.

You do not get a Petition filing date until the PTO

receives both the Petition and Petition Fee.

Paying the Petition Fee requires a USPTO FM

Account, linked to either a USPTO Deposit

Account or a Bank Account having sufficient funds.

Linking a Bank Account to an FM Account takes (at

least) 8 days.

ptab ipr filing procedure –step by step ipr filing procedure.pdf · 2021. 1. 5. · 1. ptab ipr...

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