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Change Entity Status
Quick Start
Guide
PAIR Administration
Change Entity Status PAIR Administration - Quick Start Guide
1
PAIR Administration Overview
PAIRAdministrationisanewsetoffunctionalityavailableinPrivatePAIRtoallowuserstoself‐administeranumberofroutineadministrativetasksthatpreviouslyrequiredthesubmissionofaformthatthenrequiredmanualprocessing.WiththenewPAIRAdministrationfunctions,requestswillbeprocessedimmediately.ThisdocumentwillprovideguidanceonhowtosubmitanEntityStatuschangerequestthroughPrivatePAIR.
Steps to Change Entity Status ThefollowingstepswillshowyouhowtochangeyourentitystatusinPrivatePAIR.
PAIR Main Search Screen
1. FromthePrivatePAIRSelectNewCasepage,youcaneithersearchbyApplicationNumberunderSearchforApplicationorbyCustomerNumberunderSearchbyCustomerNumbertoviewthecontentsoftheapplication.
2. OntheApplicationDatatab,nexttoEntityStatus,theuserwillselect“Update”
Change Entity Status PAIR Administration - Quick Start Guide
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Submit an Entity Status Change Request
1. OntheChangeEntityStatuspagetheApplicationNumber,Title,AttorneyDocket#,andCurrentEntityStatuswillbelistedatthetopofthepage.
2. Selecttheupdatedentitystatus
a. Applicantcertifyingmicroentitystatus.See37CFR1.29.i. GrossIncomeBasisii. InstituteofHigherEducationBasis
b. Applicantassertingsmallentitystatus.See37CFR1.27.c. Applicantchangingtoregularundiscountedfeestatus.
Note:Thesystemwillnotallowthecurrententitystatusoftheapplicationtobeselected.
d. Ifidentifyingmicroentitystatus,acertificationisrequired.Checktheboxnexttothe
appropriatecertification.
i. Thecertificationofmicroentitystatusbasedongrossincomebasisismadebycheckingthisboxandsigningbelow.
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ii. Thecertificationofmicroentitystatusbasedonemploymentbyaninstitutionofhighereducationismadebyselectingtheappropriatecheckbox.
1. Certificationonthebasisofemploymentbyaninstitutionofhighereducation
2. Certificationonthebasisofassignmentorobligationtoassigntoaninstitutionofhighereducation
3. Atthebottomofthepage,certifyinaccordancewith37CFR1.4(d)(4)thatyouareoneofthefollowing
a. ForRegisteredPractitioners:
i. AnattorneyoragentregisteredtopracticebeforethePatentandTrademarkOfficewhohasbeengivenpowerofattorneyinthisapplication.
ii. AnattorneyoragentregisteredtopracticebeforethePatentandTrademarkOffice,actinginarepresentativecapacity.
b. ForIndependentInventors:
i. Asoleinventor.ii. Ajointinventor;IcertifythatIamauthorizedtosignthissubmissiononbehalfof
alltheinventorsasevidencedbythepowerofattorneyintheapplication.iii. Ajointinventor;allofwhomaresigningthisentitystatuschange.
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1. Uponselecting“Ajointinventor;allofwhomaresigningthisentitystatuschange”,userswillbeabletoaddupto9additionalinventorsignaturerows.
4. Completetherequiredsignatoryandpointofcontactinformationa. S‐Signatureb. Namec. RegistrationNumber(onlyapplicabletoregisteredpractitioners)
i. Registrationnumberwillbeauto‐filledbasedonthePKIcertificateholderd. PointofContactInformation
i. Nameii. TelephoneNumberiii. EmailAddress
5. Oncetheformiscomplete,youcanPreviewyourrequestforsubmission,Savetherequestforlatersubmission,orReturntotheMainPrivatePAIRBrowser.
a. Uponsavingtherequest,therequestwillbeavailableforsevencalendardaysonthemainPAIRscreenunderPAIRAdministrationandViewSavedandCompletedRequests.Iftherequestisnotsubmittedwithinsevencalendardays,therequestwillbedeleted.
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b. UponselectingPreview,thesystemwillchecktoensureallrequiredfieldshavebeencompleted.Ifrequireddataisomitted,anerrormessagewillbedisplayedinformingtheuserwhatinformationismissing.Theusermustcorrectallvalidationerrorsinordertosubmittherequest.
c. UponselectingtoReturntotheMainPrivatePAIRbrowser,theChangeEntityStatuswindowwillcloseandtheuserwillreturntoPrivatePAIR.Pleasenotethatallunsaveddatawillbelost.
6. OnthePreviewscreen,youwillbegiventhechancetoreviewalldataentered,returntothedataentrypagetoedityourrequest,orsubmittherequesttotheUSPTO.
7. Oncetherequestisprocessed,theuserwillbepresentedwithaconfirmationscreenindicatingthattheentitystatushasbeensuccessfullychanged.
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8. ArecordofthechangerequestwillbeenteredintotheIFWandnotedintheTransactionHistory
tab.
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View Saved and Completed Requests Screen Byusingthe“ViewSavedandCompletedRequests”search,PrivatePAIRuserswillbeabletoretrievepreviouslysavedrequestsforuptosevendaysandsubmittedrequestsforuptothepast90days.
Toviewtherequest,clickontheRequestIDhyperlink,andtherequestwillopen.
Questions and Support Ifyouhaveanyquestions,pleasecontactthePatentElectronicBusinessCenter(EBC)at866‐217‐9197(toll‐free)or571‐272‐4100from6a.m.to12MidnightEasternTime,Monday‐Fridayore‐[email protected].