Identity

1 Identity verification for trademark filersGreg DodsonDeputy Commissioner for Trademark AdministrationMatthew SchwabStaff Attorney, Electronic Filing & Public Web Services December 14, 2021 ID verification overview Roles and accounts Electronic verification process Notarized paper verification Attorney sponsorship QuestionsDiscussion topics3 Discussion topicID verification overview Overview Beginning January 8, 2022,all Trademark ElectronicApplication (TEAS) and TEASi filers can verify theiridentities when logging in to You must complete ID verification by April 9, 2022. After April 9, you cannot file electronically usingTEAS or TEASi until you verify your verification Background Security enhancements in 2019 required logging into account to access TEAS or TEASi.

2 ID verification builds on this requirement by ensuringthat a account holder is the individualnamed in the account. Lays groundwork for future role-based access: Control and delegate access to application- andregistration-related verification6 Benefits Ensures that the person making submissions to theUSPTO to obtain a property right is real, identifiable,authorized to act, and accountable for misconduct,fraud, or abuse of our systems. Strengthens the security of the trademark filing processand protects the integrity of the trademark register. Focuses on privacy and data verificationRoles and accountsDiscussion topicPatent-proofed filers:Certain patent filers won t need to verify again but may need to select a trademark-filing role. Represented owners Can electronically sign forms withoutverification.

3 Will need to verify if filing after power ofattorney ends, is revoked, or is not required attorneys Unrepresented owners Canadian attorney or agent Attorney support staff or paralegal Sponsoring attorney verifies s verifyDo you need to edit data within a TEAS or TEASi form or submit a form?Who must be verified9 Trademark customers choose a role prior to verifyingtheir identities. Attorneysand ownersverify their Identity withone of the twoIDverification options. Attorney support staffare verified by theirsponsoring verification is role-based10 Trademark roles attorney Canadian attorney oragent Trademark owner Attorney support staff Review your account Your account name must matchname on government-issued ID that youuse. Inconsistency could delay processing.

4 Once ID verification is complete, you cannotmodify your account name except in limitedinstances, such as an official name and accounts11 Discussion topicElectronic verification process Electronic verification process What is Used by corporate, federal, and stategovernment agencies worldwide for safe andsecure ID verification. FedRAMP authorized for secure-data storage. National Institute of Standards and Technology(NIST) Digital Identity Guidelines compliant (NISTS pecial Publication 800-63-3).13 Yo usolely control your own data. Youmust provide explicit consentbefore will share anyinformation. Yo ucan see all authorized apps anddata elements shared in your MyAccount portal. Yo ucan revoke access to your datafor any authorized app at any time.

5 Yo ucan destroy your and associated data atany time. Some data will be retainedafter account deletion solely forfraud prevention and governmentauditing purposes. See the data you provide during theverification privacy bill of rights14 Electronic verification process What to expect Most customers complete the self-serviceautomated process in less than 15minutes. If unsuccessful with self-service, you cancomplete the process via a live video conferencesession with a trusted referee. International customers will be routed to atrusted these ready: Smartphone, tablet, orcomputer Must have front-facing camera andinternet connection. Government-issued photo ID If names on your ID and don t match exactly, name onyour account will be automaticallyupdated to match your will ask you for: Your Social Security number( only) USPTO won t receive this from Biometric data uses your selfie and photo ID toverify your Identity .

6 Permission to access your creditprofile Known as "soft credit check" yourcredit score isn t verification process16 in to on a TEAS/TEASi your role under "Verifyelectronically now " "Verify with "Getting started: verifying with email email up account18 photo of ID with phone or upload photofrom camera to upload photo of head Social Security to share first, last, and middle name withthe USPTO. The USPTO does not collect any otherpersonally identifiable to authorization process19 photo of ID with phone orupload photo from mobile authorization process20 photo of ID with phone orupload photo from mobile link in text authorization process21 photo of ID with phone orupload photo from mobile link in text or upload photo of authorization process22 camera to upload photoof head and authorization process23 Social Security authorization process24 authorization process25 to share first, last, andmiddle name with the to authorization process26 Continue to TEAS or TEASi form27 Discussion topicNotarized paper verificationYou will: Complete verification form.

7 Get form notarized. Present two forms of photo ID to notary. Mail form to the USPTO for ElectronicBusiness Center will: Ensure that full name and email addressmatch the account. Verify customer's paper ID verification29 Attorney sponsorshipDiscussion topic Attorneys sponsor support staff andparalegals. Access sponsorship tool directly or from MyUSPTO. Support staff and paralegals must have accounts. Attorney is ultimately responsible for verifyingidentity of support staff and paralegals. Non-attorney trademark owners can tsponsor support sponsorship31 Attorneys can: Sponsor support staff. Revoke sponsorships. Manage sponsorshiprequests. Restore previouslysponsored support staff. View sponsorship and support staff options32 Sponsored support staff can: Withdraw fromsponsorship.

8 Requestsponsorship foranother support staffmember. View sponsorship Sponsor users. understanding ofterms of support staff emailconnected to email address(es).Attorney sponsorship of support staffPerformed by attorney33 to Active sponsorships box next to eachemail address to Revoke sponsorship sponsorship of support staffPerformed by attorney34 Note: Requests to sponsor othersupport staff members willappear in Pending requests tab. You can accept or denysponsorship sponsorship requestsPerformed by attorney35 Request sponsorship sponsoring one or more supportstaff email attorney sponsorship for othersPerformed by support staff36 to Activesponsorships box of sponsorship towithdraw staff without anysponsorships will not haveaccess to TEAS or from sponsorshipPerformed by support staff37 USPTO Identity verification webpage: ntity-verification links: Privacy bill of rights: ights/ Privacy policy: Biometric policy: resources38 LinkedInUSPTOI nstagram@ @usptoFollow us!

9 39 QuestionsDiscussion topic