Information for current practitioners

Find useful information for current patent and trademark practitioners including ethics rules, common forms, and online access to OED's practitioner portal.
 

Ethics rules

Access the USPTO Rules of Professional Conduct, which apply to all individuals who represent others before the USPTO. OED maintains jurisdiction to investigate violations of the USPTO Rules of Professional Conduct.

Practitioner portal

Update your practitioner information instantly online by accessing the OED practitioner portal. Please note that OED systems are separate and distinct from other USPTO systems; therefore, practitioners who update their contact information in individual patent or trademark applications, as well as Patent Electronic Business Center customer numbers, are still required to notify OED of changes to their contact information. See 37 C.F.R. § 11.11(a).

System Announcement

EFS-Web and Private PAIR users will no longer be able to authenticate using PKI certificates as of February 15, 2019. There is now a simpler and safer login method. Go to your USPTO.gov account, opt in to two-step authentication, and use the Migration Tool (no longer available as of March 1, 2019) to link your existing PKI certificate to your USPTO.gov account. Registered practitioners should use the Sponsorship Tool to sponsor their support staff to work on their behalf.

Use these new URLs for EFS-Web and PAIR:

Practitioner forms

Find commonly requested OED forms. Please note that the application for registration is accessible only in the General Requirements Bulletin.

Practitioner survey

Access information regarding the mandatory survey for patent practitioners. Please note that a failure to respond to the survey may result in administrative suspension.

OED Diversion Pilot Program

As an alternative to formal discipline, the OED Diversion Pilot Program is available to practitioners whose physical, mental, or emotional health issues (e.g., issues tied to substance/alcohol abuse) or law practice management issues (e.g., inadequate client communication or docket management) resulted in minor misconduct and little, if any, harm to a client. Further information about the OED Diversion Pilot Program and the criteria for participation are described in the OED Diversion Pilot Program Document.