PTAB IPR Filing Procedure –Step by Step IPR Filing Procedure.pdf · 2021. 1. 5. · 1. PTAB IPR Filing Procedure – Step by Step. This presentation walks through the process for

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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

[email protected]

7034150012

Rick Neifeld, Neifeld IP Law, PLLC, [email protected], 7034150012, www.Neifeld.com

http://www.neifeld.com/

mailto:[email protected]

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


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

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Select Petition Type


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Enter Patent Number


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Initiate New Petition


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Petition Proceeding Number Appears


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• Do Not Click “Continue”

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


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• Put Cursor in the “Challenged Claim Numbers”

field, and hit “Enter” key

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


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First Ground Is Entered


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Enter Next GroundWhen All Grounds Entered, “Continue”


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Upload/Identify Documents


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• POA required

• Petition required

Upload/Identify Documents


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Add RPI Petitioners


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Add RPI Non-Petitioners


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Add Lead, First Backup, and other Backup Counsel


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Review, then Pay


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Certify Authorization


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Your are linked to fees.uspto.gov for payment


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Pay as Guest Option Fails, for PTAB AIA Petitions


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


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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

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Financial Manager – Add Payment Method


https://fees.uspto.gov/FinancialManager

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

then log in.)

https://fees.uspto.gov/FinancialManager

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Click “Add Payment Method”


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8 Business Days to Set Up an Electronic Funds Transfer


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Electronic Funds Transfer Setup


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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.