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Hey there, everybody, and welcome 

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to our "ID verification 

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for trademark filers" webinar. 

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I'm Jason Lott, the Attorney Advisor 

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for Trademarks Customer Outreach. 

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And I'm going to be 

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not doing a whole lot today. 

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So for those of you 

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who've seen me before, they're like, 

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"Thank goodness for that. "

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I'm just going to be sort of 

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bringing us in 

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and taking us out today. 

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But we have two great experts 

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who are, and more actually on standby, 

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who are going to be talking this 

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through a lot of the things 

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we need to know about ID verification.

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So before we get started, 

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just a couple of quick 

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housekeeping things. 

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Just as everyone's going to ask 

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and some people have already asked, 

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"Is this session being recorded?" 

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And as you can see on your screen, 

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the answer is yes. Yes it is.

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And also the other question 

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that everybody asks 

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when they attend a webinar, 

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"Will the slides be provided?"

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And of course, the answer is 

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yes as well. 

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You should have had a copy 

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of the slides in the email 

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you received from Eventbrite. 

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So if you didn't get a chance 

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to download those 

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beforehand, don't worry. 

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You can get them afterwards. 

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And also you'll be able 

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to download them from the website. 

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We're going to be posting 

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a recording of today's session

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along with the slides, 

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probably somewhere in the three

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to four week range 

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from now. 

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They will be available on our site.

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You will receive 

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an email from Eventbrite 

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with a link to the page 

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once the recording 

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is available and is posted.

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For those of you 

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who need or want captioning today,

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it is available, as it is 

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for all of our webinars. 

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If you're new to Livestream, 

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you might not know where 

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to find that information 

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to access the captioning link.

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Well, what you do is go, 

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I believe, it's in the top right 

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hand corner of your screen. 

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There should be a little tiny icon 

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that looks kind of like 

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an old school two drawer 

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filing cabinet.

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It has a triangular play symbol on it.

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If you click on that and open it up, 

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that is the events "Post" tab. 

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You'll see a link 

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to the captioning in there, 

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along with two other email addresses. 

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One is TMFeedback@uspto.gov.

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That's the email address that you use 

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if you want to send us questions 

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throughout today's webinar. 

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You'll also see the email address 

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Virtualevents@uspto.gov.

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And that's the address 

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you use if you experience 

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any technical problems 

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accessing today's webinar. 

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For example, if your audio is 

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having some problems 

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or something like that, 

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we have a really great AV team 

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and they'll be happy to help

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sort out any problems 

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that you might have. 

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Some of you might be wondering 

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whether the chat 

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is going to be available. 

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Well, I'll tell you what. 

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Over 6600 of you signed up for today.

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So a chat would be pretty unwieldy. 

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So the chat is not 

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going to be available today. 

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It's turned on right now, 

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and that's really just for those, 

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"Hey, I'm having an audio problem." 

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Something like that. 

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So any little technical issues 

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you might be having, 

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use the chat for the next 

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ten minutes or so 

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and then it's going to go away. 

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So that means if you want to

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be in contact with us today 

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and ask your questions, 

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the way to do it 

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is TMFeedback@uspto.gov.

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I know some of you 

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might have been emailing 

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another trademark address. 

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That's fine. That's cool. 

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No worries. 

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We have received your email. 

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You don't have to resend it. 

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Just, we would ask that 

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you use TMFeedback

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for the rest of the day today 

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as you're sending in your questions. 

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All right. 

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So, hey, before we get started. 

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For those of you who are new to 

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to Livestream, the great thing about 

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it is it's kind of like a DVR 

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that allows you to pause 

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and fast forward and rewind. 

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So if you're in the 

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middle of the webinar and you have to, 

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you know, hop up and, I don't know, 

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get some more coffee, that's fine. 

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You can put it on pause 

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and hop back to it. 

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Just keep in mind 

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when the Livestream ends, 

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probably sometime 

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in the next hour and a half, 

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that's when it ends. 

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So you won't be able 

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to advance past that, 

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once the stream ends. 

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So make sure you're 

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caught up before it ends.

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All right, so we're going to 

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dive into the webinar. 

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I'm going to introduce you 

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to our two experts 

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who are going to be 

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talking to you today 

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and taking you through 

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some really interesting things 

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about ID verification. 

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But just keep in mind, today, 

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today's presentation 

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is going to be focused solely on I.T.

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changes. OK. Just I.T.

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We're not talking about 

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policy and legal things. 

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All right. 

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So this is just about 

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the things that you need to do 

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in order to make sure 

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that you are verified in the system.

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If you do have policy 

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and legal questions, 

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and I know some of you do 

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because some of you have 

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asked them already, 

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we're not going to be covering 

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those today. 

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We're actually going to be planning, 

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we're planning to have another webinar 

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in sometime in spring of 2022

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to address those issues. 

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So today's really about practical I.T. stuff,

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not about the other issues. 

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All right. 

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So remember

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TMFeedback@uspto.gov. 

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So continue sending them in, 

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and we're going to try to 

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get to as many as we can today. 

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So let's dive into the webinar. 

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I know that's why you're here. 

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You're not here to listen to me talk. 

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So let me introduce you 

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to our two experts for today. 

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The first is Greg Dodson. 

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He's the Deputy Commissioner 

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for Trademark Administration 

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at the USPTO. 

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And in this role, he provides 

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strategic direction, 

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leadership, and management 

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in numerous areas 

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and some of which 

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are incredibly relevant for today. 

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For example, I.T., 

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budgeting and finance, 

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website development 

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and maintenance, and 

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electronic filing oversight. 

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And Greg joined the USPTO in 2016

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after serving as a U.S. 

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Air Force fighter pilot 

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and, for a brief time after retirement, 

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he also served a little bit 

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in corporate America. 

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And also today with us is Matt Schwab.

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You're going to be 

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hearing him a lot today. 

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He works in the office 

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of the Deputy Commissioner 

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for Trademark Administration 

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as a staff attorney 

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with Electronic Filing 

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and Public Web Services. 

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So basically, all the stuff 

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we're going to talk about today. 

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That's the stuff he does. 

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He focuses on policy 

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and security issues 

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related to trademark filing. 

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And he previously worked as a trademark 

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examining attorney and as a mentor.

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So Matt, I'm going to turn it over to 

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you and I'm going to disappear 

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and I will join with you again

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to go into the Q&A section 

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when you have finished 

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the presentation. Thanks. 

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-All right. And thanks, Jason. 

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My first official act is going to be 

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to turn it over to Greg Dodson. 

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And Greg is going to explain 

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the discussion topics and go over 

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what we're going to talk about today. 

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And also some of the why. 

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Over to you, Greg. 

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-Well, thank you, Matt. 

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Good afternoon, everybody. 

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I know that we've got people joining 

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from all across the globe. 

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So good afternoon. 

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Good evening. Good morning. 

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Thank you so much for joining us. 

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I first want to say on behalf 

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of Acting Director Drew Hirschfeld

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and the Commissioner for Trademarks 

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David Gooder, thank you for taking time

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out of your very, very busy schedules 

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to join us today. 

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This is an incredibly important topic. 

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This is something that 

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the Trademark organization 

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has been working on 

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for a number of years, actually, 

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and we want to walk 

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through the process, 

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tell you why we're here, 

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what we're doing, 

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why it's important to you. 

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And then, as as Jason noted,

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to give you the real technical 

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and mechanical processes 

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involved in getting through 

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what we're getting going 

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to talk about today. 

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So the first part of this is, 

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as you can read on the on the agenda,

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we're going to go through the overview. 

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We're going to talk about 

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roles and accounts. 

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We're going to talk 

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about the verification process 

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on the electronic side. 

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Then Matt's going to walk 

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through the process 

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that we're going to use 

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as a backup, the notarized 

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paper process. 

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He's going to talk about it, 

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attorney sponsorship. 

288
00:07:06,466 --> 00:07:07,366
And then I think the part 

289
00:07:07,366 --> 00:07:08,300
that so many of you 

290
00:07:08,300 --> 00:07:09,033
are looking forward 

291
00:07:09,033 --> 00:07:11,166
to: the question and answer period

292
00:07:11,600 --> 00:07:12,600
that we're going to go through. 

293
00:07:12,600 --> 00:07:14,266
So next slide, please. 

294
00:07:14,266 --> 00:07:15,500
ID verification. 

295
00:07:15,500 --> 00:07:17,266
So in just a few short weeks 

296
00:07:17,266 --> 00:07:18,900
in the first part of the new year, 

297
00:07:18,900 --> 00:07:21,266
all trademark application system,

298
00:07:21,900 --> 00:07:23,466
TEAS and TEASi, 

299
00:07:23,466 --> 00:07:25,433
that's the international component, 

300
00:07:25,433 --> 00:07:28,000
filers can verify their identities

301
00:07:28,200 --> 00:07:29,433
when logging on to their 

302
00:07:29,433 --> 00:07:32,033
USPTO.gov account

303
00:07:32,500 --> 00:07:34,533
For the first, about, 90 days,

304
00:07:34,533 --> 00:07:35,600
this process is going 

305
00:07:35,600 --> 00:07:36,500
to be open for you 

306
00:07:36,500 --> 00:07:37,100
and it's going to be 

307
00:07:37,100 --> 00:07:38,566
entirely voluntary. 

308
00:07:38,566 --> 00:07:40,333
What you need to remember 

309
00:07:40,333 --> 00:07:43,500
is on the 9th of April of 2022,

310
00:07:43,633 --> 00:07:45,800
you must complete your ID verification

311
00:07:45,800 --> 00:07:47,666
because after that date, 

312
00:07:47,666 --> 00:07:48,866
if you try to file 

313
00:07:48,866 --> 00:07:51,166
using TEAS or TEASi,

314
00:07:51,333 --> 00:07:52,000
you're not going to 

315
00:07:52,000 --> 00:07:53,033
get into the system. 

316
00:07:53,033 --> 00:07:55,033
It's a critically important date. 

317
00:07:55,033 --> 00:07:56,266
Next, please. 

318
00:07:56,266 --> 00:07:58,066
So why are we here? 

319
00:07:58,066 --> 00:08:00,133
Well, you remember back in 2019,

320
00:08:00,133 --> 00:08:01,533
a couple of years ago, 

321
00:08:01,533 --> 00:08:03,333
USPTO required that 

322
00:08:03,333 --> 00:08:05,633
you log in to USPTO.gov

323
00:08:05,633 --> 00:08:08,066
to access your account. Right.

324
00:08:08,066 --> 00:08:09,933
That was the beginning of a process 

325
00:08:09,933 --> 00:08:11,633
that we wanted to create 

326
00:08:11,633 --> 00:08:14,933
and start to use to make sure

327
00:08:14,933 --> 00:08:16,666
that our customers are confident 

328
00:08:16,666 --> 00:08:18,566
and comfortable in our system. 

329
00:08:18,566 --> 00:08:20,400
ID verification builds 

330
00:08:20,400 --> 00:08:21,400
on that requirement 

331
00:08:21,400 --> 00:08:22,666
by ensuring 

332
00:08:22,666 --> 00:08:25,500
that your USPTO.gov account

333
00:08:25,833 --> 00:08:27,900
is the account that really is

334
00:08:28,133 --> 00:08:30,000
is by, with you. 

335
00:08:30,000 --> 00:08:30,900
We've got, 

336
00:08:30,900 --> 00:08:33,133
as many of you know in the I.T. world,

337
00:08:33,733 --> 00:08:35,500
anybody can sign up for an account. 

338
00:08:35,500 --> 00:08:36,400
We want to make sure 

339
00:08:36,400 --> 00:08:37,833
that we're matching the account 

340
00:08:37,833 --> 00:08:39,500
to the named individual 

341
00:08:39,500 --> 00:08:42,133
and for in the future, as as Jason

342
00:08:42,133 --> 00:08:43,766
and Matt's going to talk about here 

343
00:08:43,766 --> 00:08:44,866
in just a moment, 

344
00:08:44,866 --> 00:08:46,500
it lays the groundwork 

345
00:08:46,500 --> 00:08:48,800
for future role-based access.

346
00:08:49,100 --> 00:08:50,200
We're going to control 

347
00:08:50,200 --> 00:08:52,466
and delegate access to the application

348
00:08:52,766 --> 00:08:55,200
and to the registry, registration

349
00:08:55,200 --> 00:08:56,566
related filings. 

350
00:08:56,566 --> 00:08:57,900
What does this do? 

351
00:08:57,900 --> 00:09:00,033
Well, it ensures that the person

352
00:09:00,033 --> 00:09:03,466
making the submission to USPTO has,

353
00:09:03,600 --> 00:09:06,200
is, has a right to that property.

354
00:09:06,200 --> 00:09:08,100
And has real identifiable, 

355
00:09:08,100 --> 00:09:10,500
identifiable, authorized

356
00:09:10,500 --> 00:09:11,933
to act, and accountable 

357
00:09:11,933 --> 00:09:13,466
for any misconduct, fraud 

358
00:09:13,466 --> 00:09:15,166
or abuse of our system. 

359
00:09:15,166 --> 00:09:16,833
It strengthens the security 

360
00:09:16,833 --> 00:09:18,566
of our trademark filing process, 

361
00:09:18,566 --> 00:09:19,600
which, as you know, 

362
00:09:19,600 --> 00:09:21,266
through a number of Commissioners 

363
00:09:21,266 --> 00:09:23,233
and a number of administrations, 

364
00:09:23,233 --> 00:09:25,066
has been critical to that, to the 

365
00:09:25,066 --> 00:09:26,766
to the way that we're going forward 

366
00:09:26,766 --> 00:09:28,333
with the within the USPTO 

367
00:09:28,333 --> 00:09:30,000
and within the trademark business. 

368
00:09:30,000 --> 00:09:31,966
The integrity of the trademark register 

369
00:09:31,966 --> 00:09:33,433
protects everybody. 

370
00:09:33,433 --> 00:09:34,466
And we want to make sure 

371
00:09:34,466 --> 00:09:36,000
that we in the in 

372
00:09:36,000 --> 00:09:37,800
the USPTO are doing 

373
00:09:37,800 --> 00:09:39,533
everything that we possibly can 

374
00:09:39,533 --> 00:09:40,666
to strengthen that. 

375
00:09:40,666 --> 00:09:42,866
And finally, a focus on privacy

376
00:09:42,866 --> 00:09:43,933
and data security. 

377
00:09:43,933 --> 00:09:45,100
And we all know 

378
00:09:45,100 --> 00:09:46,100
because we've received 

379
00:09:46,100 --> 00:09:48,000
a number of questions. 

380
00:09:48,000 --> 00:09:49,300
How are we protecting 

381
00:09:49,300 --> 00:09:51,000
your identity, your personally 

382
00:09:51,000 --> 00:09:53,066
personal identifiable information

383
00:09:53,266 --> 00:09:53,966
and those things. 

384
00:09:53,966 --> 00:09:55,500
And so Matt is going to talk through 

385
00:09:55,500 --> 00:09:57,766
that next. -Thanks, Greg. 

386
00:09:57,766 --> 00:09:58,600
And so the first thing 

387
00:09:58,600 --> 00:10:00,400
we're actually going to cover 

388
00:10:00,400 --> 00:10:02,400
is roles and accounts. 

389
00:10:02,400 --> 00:10:03,433
We have to talk about these 

390
00:10:03,433 --> 00:10:04,366
just a little bit before 

391
00:10:04,366 --> 00:10:05,433
we can get fully into ID 

392
00:10:05,433 --> 00:10:06,233
verification 

393
00:10:06,233 --> 00:10:08,033
because these two things are connected. 

394
00:10:08,033 --> 00:10:09,833
So the first question is, 

395
00:10:09,833 --> 00:10:11,400
"Who has to be verified?" 

396
00:10:11,400 --> 00:10:13,766
And the important thing to remember

397
00:10:13,766 --> 00:10:16,833
is that this particular requirement

398
00:10:17,166 --> 00:10:18,200
is an extension of 

399
00:10:18,200 --> 00:10:19,233
the log-in requirement 

400
00:10:19,233 --> 00:10:20,666
that we've had for two years. 

401
00:10:20,666 --> 00:10:21,900
That means it's a requirement 

402
00:10:21,900 --> 00:10:22,833
for your account. 

403
00:10:22,833 --> 00:10:24,400
So if you're logging in 

404
00:10:24,400 --> 00:10:25,400
with your account, 

405
00:10:25,400 --> 00:10:27,200
you'll need to be verified 

406
00:10:27,200 --> 00:10:29,033
in order to continue. 

407
00:10:29,033 --> 00:10:30,200
We'll still issue 

408
00:10:30,200 --> 00:10:31,766
USPTO.gov accounts 

409
00:10:31,766 --> 00:10:33,333
to anyone who wants them. 

410
00:10:33,333 --> 00:10:34,233
But in order to access 

411
00:10:34,233 --> 00:10:36,200
TEAS or TEASi to file, 

412
00:10:36,200 --> 00:10:37,266
you must verify the 

413
00:10:37,266 --> 00:10:38,433
identity in your account.

414
00:10:39,833 --> 00:10:40,433
So here are some 

415
00:10:40,433 --> 00:10:41,600
examples of the kinds of people 

416
00:10:41,600 --> 00:10:43,533
who are going to need to verify: U.S. 

417
00:10:43,533 --> 00:10:44,900
licensed attorneys, 

418
00:10:44,900 --> 00:10:46,200
unrepresented owners, 

419
00:10:46,200 --> 00:10:48,166
Canadian attorneys and agents. 

420
00:10:48,166 --> 00:10:50,233
And they're all going to verify

421
00:10:50,500 --> 00:10:51,600
through one of two methods 

422
00:10:51,600 --> 00:10:52,866
that I'll talk about, 

423
00:10:52,866 --> 00:10:54,533
directly with the USPTO, 

424
00:10:54,533 --> 00:10:56,000
either electronically 

425
00:10:56,000 --> 00:10:58,366
or through a notarized paper form.

426
00:10:58,933 --> 00:10:59,666
And then we also have 

427
00:10:59,666 --> 00:11:00,766
another class of people 

428
00:11:00,766 --> 00:11:02,066
who are going to need to be verified, 

429
00:11:02,066 --> 00:11:02,833
but it's going to happen 

430
00:11:02,833 --> 00:11:03,800
a little differently. 

431
00:11:03,800 --> 00:11:05,866
Attorney support staff and paralegals 

432
00:11:05,866 --> 00:11:06,600
will be verified 

433
00:11:06,600 --> 00:11:09,500
by a sponsoring attorney. 

434
00:11:09,533 --> 00:11:11,200
So who's not required? Well, people 

435
00:11:11,200 --> 00:11:12,100
who don't need to log 

436
00:11:12,100 --> 00:11:12,933
in to TEAS or TEASi 

437
00:11:12,933 --> 00:11:15,066
to file something. 

438
00:11:15,066 --> 00:11:17,266
So one of the big 

439
00:11:17,266 --> 00:11:18,333
categories here are going 

440
00:11:18,333 --> 00:11:19,966
to be represented owners. 

441
00:11:19,966 --> 00:11:22,400
You don't need to verify your identity 

442
00:11:22,400 --> 00:11:23,666
just for having a 

443
00:11:23,666 --> 00:11:24,933
USPTO.gov account or

444
00:11:24,933 --> 00:11:26,600
just for having a trademark. 

445
00:11:26,600 --> 00:11:27,966
But you do need to do it 

446
00:11:27,966 --> 00:11:29,900
if you want to file something. 

447
00:11:29,900 --> 00:11:30,533
So right now, 

448
00:11:30,533 --> 00:11:32,133
they can electronically sign forms 

449
00:11:32,133 --> 00:11:33,233
without logging in, 

450
00:11:33,233 --> 00:11:33,966
so they won't need to 

451
00:11:33,966 --> 00:11:35,133
verify their account. 

452
00:11:35,133 --> 00:11:36,366
They're not going to be asked 

453
00:11:36,366 --> 00:11:38,133
to log in with that account. 

454
00:11:38,133 --> 00:11:39,066
So they can follow 

455
00:11:39,066 --> 00:11:40,600
the e-signature process, 

456
00:11:40,600 --> 00:11:42,033
and they won't have to 

457
00:11:42,033 --> 00:11:43,833
verify their identities. 

458
00:11:43,833 --> 00:11:44,833
There's just a note here 

459
00:11:44,833 --> 00:11:46,500
in the second bullet, though. 

460
00:11:46,500 --> 00:11:48,633
If the power of attorney ends

461
00:11:48,633 --> 00:11:50,266
and you're no longer represented 

462
00:11:50,266 --> 00:11:51,600
and you want to go and file something, 

463
00:11:51,600 --> 00:11:53,533
you will need to verify your identity. 

464
00:11:53,533 --> 00:11:55,633
So this might end at certain stages

465
00:11:55,633 --> 00:11:56,566
in the application or 

466
00:11:56,566 --> 00:11:58,566
registration process. 

467
00:11:58,566 --> 00:11:59,900
It might happen after you revoke 

468
00:11:59,900 --> 00:12:01,366
or after the attorney withdraws. 

469
00:12:01,366 --> 00:12:03,600
So you do need to be aware of that. 

470
00:12:03,600 --> 00:12:04,400
You may not have needed 

471
00:12:04,400 --> 00:12:05,866
to verify your identity 

472
00:12:05,866 --> 00:12:06,600
when your attorney 

473
00:12:06,600 --> 00:12:07,933
was representing you. 

474
00:12:07,933 --> 00:12:08,800
But once that ends, 

475
00:12:08,800 --> 00:12:10,433
you will need to verify your identity 

476
00:12:10,433 --> 00:12:11,766
if you're an unrepresented owner 

477
00:12:11,766 --> 00:12:13,566
and you need to make a filing. 

478
00:12:13,566 --> 00:12:14,766
And finally, a note. 

479
00:12:14,766 --> 00:12:15,866
A lot of questions we've gotten 

480
00:12:15,866 --> 00:12:16,933
have been about this as well.

481
00:12:17,900 --> 00:12:18,900
"I already verified my 

482
00:12:18,900 --> 00:12:20,233
identity with the USPTO. 

483
00:12:20,233 --> 00:12:22,933
I'm a patent-proofed practitioner.

484
00:12:23,166 --> 00:12:24,966
I'm a patent-proofed 

485
00:12:24,966 --> 00:12:26,700
independent inventor." 

486
00:12:26,700 --> 00:12:28,600
So those filers won't 

487
00:12:28,600 --> 00:12:30,200
need to verify again. 

488
00:12:30,200 --> 00:12:31,233
They may need to select 

489
00:12:31,233 --> 00:12:32,266
a trademark filing role 

490
00:12:32,266 --> 00:12:33,733
if we can't determine 

491
00:12:33,733 --> 00:12:34,633
whether you're an attorney 

492
00:12:34,633 --> 00:12:36,000
or a non-attorney practitioner, 

493
00:12:36,000 --> 00:12:37,200
for instance. 

494
00:12:37,233 --> 00:12:38,900
But you won't need to verify again. 

495
00:12:38,900 --> 00:12:39,366
You've already been 

496
00:12:39,366 --> 00:12:40,933
verified in your system. 

497
00:12:40,933 --> 00:12:42,100
So the only thing you'll need to do 

498
00:12:42,100 --> 00:12:43,100
is to tell us 

499
00:12:43,100 --> 00:12:43,966
which one of these roles 

500
00:12:43,966 --> 00:12:45,900
best represents you. 

501
00:12:45,966 --> 00:12:47,866
So when you choose your role, 

502
00:12:47,866 --> 00:12:48,533
you're going to do this 

503
00:12:48,533 --> 00:12:50,666
first, before verifying your identity.

504
00:12:51,766 --> 00:12:52,800
Again, the attorneys 

505
00:12:52,800 --> 00:12:54,000
and the owners are going to use 

506
00:12:54,000 --> 00:12:56,200
electronic or paper-based verification.

507
00:12:56,466 --> 00:12:57,033
And the attorney 

508
00:12:57,033 --> 00:12:59,066
support staff are going to be verified

509
00:12:59,066 --> 00:13:00,900
by their sponsoring attorney. 

510
00:13:00,900 --> 00:13:02,333
The technical way 

511
00:13:02,333 --> 00:13:03,133
this is accomplished 

512
00:13:03,133 --> 00:13:04,133
is actually pretty easy. 

513
00:13:04,133 --> 00:13:05,000
There's an application 

514
00:13:05,000 --> 00:13:06,033
that you can go to 

515
00:13:06,033 --> 00:13:07,400
and you put the email address 

516
00:13:07,400 --> 00:13:08,700
in that corresponds 

517
00:13:08,700 --> 00:13:09,633
to the account of the person 

518
00:13:09,633 --> 00:13:11,133
who wants to be sponsored. 

519
00:13:11,133 --> 00:13:11,900
And then it's done. 

520
00:13:11,900 --> 00:13:13,733
It's a very quick process 

521
00:13:13,733 --> 00:13:14,833
and we'll go through that later.

522
00:13:16,066 --> 00:13:17,633
Again, at the current 

523
00:13:17,633 --> 00:13:18,566
time, these are the 

524
00:13:18,566 --> 00:13:19,700
four trademark roles 

525
00:13:19,700 --> 00:13:21,066
that we anticipate: U.S. 

526
00:13:21,066 --> 00:13:21,866
licensed attorney, 

527
00:13:21,866 --> 00:13:22,666
Canadian attorney 

528
00:13:22,666 --> 00:13:24,566
or agent, a trademark owner, 

529
00:13:24,566 --> 00:13:26,900
and attorney support staff. 

530
00:13:26,900 --> 00:13:27,600
One of the first things 

531
00:13:27,600 --> 00:13:28,133
you'll need to do 

532
00:13:28,133 --> 00:13:29,266
before you get ready to verify 

533
00:13:29,266 --> 00:13:30,933
your identity is to review 

534
00:13:30,933 --> 00:13:32,633
the information in your USPTO.gov 

535
00:13:32,633 --> 00:13:33,900
account. 

536
00:13:34,333 --> 00:13:35,700
So the account name, 

537
00:13:35,700 --> 00:13:36,600
the name that you've entered 

538
00:13:36,600 --> 00:13:37,433
in, the first, middle, 

539
00:13:37,433 --> 00:13:39,166
and last name fields on that account, 

540
00:13:39,166 --> 00:13:41,000
is going to have to match the name on 

541
00:13:41,000 --> 00:13:42,200
the government-issued ID 

542
00:13:42,200 --> 00:13:42,833
that you're using 

543
00:13:42,833 --> 00:13:44,800
to verify your identity. 

544
00:13:44,800 --> 00:13:45,700
Inconsistency in 

545
00:13:45,700 --> 00:13:47,633
this could delay the processing. 

546
00:13:47,633 --> 00:13:48,733
We need to have, 

547
00:13:48,733 --> 00:13:49,900
you know, if you've got a middle name 

548
00:13:49,900 --> 00:13:50,900
on your driver's license 

549
00:13:50,900 --> 00:13:51,566
and you're going to use that 

550
00:13:51,566 --> 00:13:52,900
to verify your identity. 

551
00:13:52,900 --> 00:13:54,100
You've got to have the middle name 

552
00:13:54,100 --> 00:13:55,533
in your USPTO.gov account.

553
00:13:56,566 --> 00:13:58,300
Once that's complete, 

554
00:13:58,333 --> 00:13:59,000
you're not going to be able 

555
00:13:59,000 --> 00:14:00,500
to change the name in your account, 

556
00:14:00,500 --> 00:14:02,100
except in limited instances, 

557
00:14:02,100 --> 00:14:03,833
an official name change, a marriage, 

558
00:14:03,833 --> 00:14:04,600
or something like that 

559
00:14:04,600 --> 00:14:06,100
where there's a surname change. 

560
00:14:06,100 --> 00:14:07,366
And we'll have forms 

561
00:14:07,366 --> 00:14:09,033
that, where you can do that. 

562
00:14:09,033 --> 00:14:10,433
So you will be able to make changes in 

563
00:14:10,433 --> 00:14:12,133
limited situations. 

564
00:14:12,133 --> 00:14:13,266
But if, for instance, 

565
00:14:13,266 --> 00:14:14,666
someone is using an account 

566
00:14:14,666 --> 00:14:17,366
that has an entity name in there,

567
00:14:17,933 --> 00:14:19,966
like a company name, 

568
00:14:19,966 --> 00:14:21,300
that account needs to 

569
00:14:21,300 --> 00:14:22,566
correspond to one real

570
00:14:22,566 --> 00:14:23,600
human and it needs to have 

571
00:14:23,600 --> 00:14:25,166
their name on the account. 

572
00:14:25,166 --> 00:14:26,300
Let's talk about the electronic 

573
00:14:26,300 --> 00:14:27,800
verification process first. 

574
00:14:27,800 --> 00:14:30,033
I think this is the one that we expect

575
00:14:30,300 --> 00:14:31,800
quite a few of our users to use, 

576
00:14:31,800 --> 00:14:33,633
and we've partnered 

577
00:14:33,633 --> 00:14:34,966
with a company called ID.me 

578
00:14:34,966 --> 00:14:36,466
in order to do it. 

579
00:14:36,466 --> 00:14:36,933
So ID.me 

580
00:14:36,933 --> 00:14:38,300
is an electronic 

581
00:14:38,300 --> 00:14:40,333
verification company. 

582
00:14:40,333 --> 00:14:41,300
And they have a platform 

583
00:14:41,300 --> 00:14:42,600
that allows them to,

584
00:14:43,833 --> 00:14:45,033
around the clock, 

585
00:14:45,033 --> 00:14:47,300
at any point, in many, many countries,

586
00:14:47,600 --> 00:14:49,000
verify people's identities 

587
00:14:49,000 --> 00:14:51,833
in 15 minutes or less in most cases. 

588
00:14:51,833 --> 00:14:54,066
So ID.me is used by corporate, federal

589
00:14:54,066 --> 00:14:55,266
and state government agencies 

590
00:14:55,266 --> 00:14:56,866
worldwide for this ID 

591
00:14:56,866 --> 00:14:58,766
verification. It's used by 

592
00:14:58,766 --> 00:15:01,133
Veterans Affairs, IRS, 

593
00:15:01,133 --> 00:15:03,633
many state unemployment agencies, 

594
00:15:03,633 --> 00:15:05,533
and Social Security. 

595
00:15:06,333 --> 00:15:08,200
One thing about ID.me 

596
00:15:08,200 --> 00:15:08,933
that you should know 

597
00:15:08,933 --> 00:15:10,433
is that it's FedRAMP authorized 

598
00:15:10,433 --> 00:15:12,200
for secure data storage. 

599
00:15:12,200 --> 00:15:13,600
FedRAMP is the 

600
00:15:13,600 --> 00:15:15,766
the stringent federal process

601
00:15:15,966 --> 00:15:16,633
that companies need 

602
00:15:16,633 --> 00:15:17,500
to go through in order 

603
00:15:17,500 --> 00:15:18,400
to be authorized 

604
00:15:18,400 --> 00:15:20,733
to handle personally identifiable data

605
00:15:20,933 --> 00:15:22,366
and other secure data. 

606
00:15:22,366 --> 00:15:24,300
They are FedRAMP authorized. 

607
00:15:24,300 --> 00:15:25,433
And finally, 

608
00:15:25,433 --> 00:15:27,100
the level of authentication 

609
00:15:27,100 --> 00:15:27,800
that they verify at

610
00:15:27,800 --> 00:15:29,166
is compatible 

611
00:15:29,166 --> 00:15:31,500
with the NIST Digital Identity Guidelines.

612
00:15:32,066 --> 00:15:33,733
This is going to be 

613
00:15:33,733 --> 00:15:34,666
Identity Authentication 

614
00:15:34,666 --> 00:15:36,800
Level 2 or IAL2. 

615
00:15:36,800 --> 00:15:37,500
Probably not that 

616
00:15:37,500 --> 00:15:38,733
interesting to most folks. 

617
00:15:38,733 --> 00:15:39,666
But just pointing out 

618
00:15:39,666 --> 00:15:40,366
that's the standard 

619
00:15:40,366 --> 00:15:41,133
that we're following. 

620
00:15:41,133 --> 00:15:42,066
That's also the standard 

621
00:15:42,066 --> 00:15:43,700
that Patents currently follows 

622
00:15:43,700 --> 00:15:45,266
for their, in many ways, 

623
00:15:45,266 --> 00:15:47,600
similar ID verification process. 

624
00:15:47,600 --> 00:15:48,200
ID.me 

625
00:15:48,200 --> 00:15:49,766
has a privacy bill of rights. 

626
00:15:49,766 --> 00:15:50,833
And they've put this 

627
00:15:50,833 --> 00:15:52,233
information out to explain

628
00:15:53,233 --> 00:15:55,000
what happens to your data 

629
00:15:55,000 --> 00:15:56,400
once you provide it to them. 

630
00:15:56,400 --> 00:15:57,933
And I think the bullets here 

631
00:15:57,933 --> 00:16:00,200
are relatively self-explanatory, 

632
00:16:00,200 --> 00:16:01,700
but the main idea is 

633
00:16:01,700 --> 00:16:03,166
you're in control of your data. 

634
00:16:03,166 --> 00:16:05,533
You have to give consent to share. 

635
00:16:05,533 --> 00:16:06,200
And you can revoke 

636
00:16:06,200 --> 00:16:07,933
the consent at any point. 

637
00:16:07,933 --> 00:16:08,866
So you have complete 

638
00:16:08,866 --> 00:16:10,900
control over this data. 

639
00:16:11,533 --> 00:16:13,666
Now this, the second to last bullet,

640
00:16:13,666 --> 00:16:15,033
it says you can destroy your ID.me 

641
00:16:15,033 --> 00:16:16,100
credential and associated 

642
00:16:16,100 --> 00:16:17,000
data at any time. 

643
00:16:17,000 --> 00:16:19,766
That is completely true. 

644
00:16:19,800 --> 00:16:20,766
The one thing to note 

645
00:16:20,766 --> 00:16:22,266
is that if you do need a name change 

646
00:16:22,266 --> 00:16:23,333
or you need to reauthorize 

647
00:16:23,333 --> 00:16:24,300
or something, 

648
00:16:24,700 --> 00:16:26,400
you would need to go back in, 

649
00:16:26,400 --> 00:16:28,566
once the account 

650
00:16:28,566 --> 00:16:29,633
destruction is completed, 

651
00:16:29,633 --> 00:16:30,400
you would need to go back in 

652
00:16:30,400 --> 00:16:31,900
and create a new account. 

653
00:16:31,900 --> 00:16:33,600
So that might take some time 

654
00:16:33,600 --> 00:16:34,966
between those two acts. 

655
00:16:34,966 --> 00:16:36,633
So just keep that in mind. 

656
00:16:36,633 --> 00:16:37,566
And finally, we have a link 

657
00:16:37,566 --> 00:16:39,266
to the bill of rights on this slide. 

658
00:16:39,266 --> 00:16:41,166
You'll be able to review it later. 

659
00:16:41,166 --> 00:16:42,266
So here's what you can expect 

660
00:16:42,266 --> 00:16:43,400
when you go through the electronic 

661
00:16:43,400 --> 00:16:44,533
verification process.

662
00:16:45,700 --> 00:16:46,566
Most customers, and we're 

663
00:16:46,566 --> 00:16:48,033
expecting north of 90%, 

664
00:16:48,033 --> 00:16:48,866
will be able to complete 

665
00:16:48,866 --> 00:16:50,866
the self-service automated process

666
00:16:51,166 --> 00:16:53,266
in less than 15 minutes. 

667
00:16:53,266 --> 00:16:54,066
When I went through it, 

668
00:16:54,066 --> 00:16:54,966
tested it for myself 

669
00:16:54,966 --> 00:16:55,766
because I've gone through 

670
00:16:55,766 --> 00:16:57,166
the verification process 

671
00:16:57,166 --> 00:16:58,566
many months ago, 

672
00:16:58,566 --> 00:17:00,566
I completed it in less than seven. 

673
00:17:00,566 --> 00:17:02,300
However, I knew what to expect. 

674
00:17:02,300 --> 00:17:03,666
I think less than 15 minutes 

675
00:17:03,666 --> 00:17:05,933
is a pretty reasonable estimate. 

676
00:17:05,933 --> 00:17:08,600
Um, if that self-service is not

677
00:17:09,466 --> 00:17:10,766
going to work for you, 

678
00:17:10,766 --> 00:17:12,633
then you can complete the process via 

679
00:17:12,633 --> 00:17:13,666
a live video conference 

680
00:17:13,666 --> 00:17:15,066
with a trusted referee. 

681
00:17:15,066 --> 00:17:16,033
This trusted referee 

682
00:17:16,033 --> 00:17:17,600
is an actual human, 

683
00:17:17,600 --> 00:17:21,333
and they have been verified by ID.me.

684
00:17:21,933 --> 00:17:23,200
And so they're going 

685
00:17:23,200 --> 00:17:24,600
to review your documents 

686
00:17:24,600 --> 00:17:26,333
that you upload to them, 

687
00:17:26,333 --> 00:17:27,966
check and make sure they match, 

688
00:17:27,966 --> 00:17:30,333
and then complete the process manually. 

689
00:17:30,333 --> 00:17:31,066
Generally, this is going 

690
00:17:31,066 --> 00:17:32,366
to be done in, again, 

691
00:17:32,366 --> 00:17:33,266
a video chat where 

692
00:17:33,266 --> 00:17:34,933
they'll set up a session with you, 

693
00:17:34,933 --> 00:17:36,333
and that video chat 

694
00:17:36,333 --> 00:17:38,500
will take about five or ten minutes.

695
00:17:38,800 --> 00:17:40,800
So again, not a lengthy process.

696
00:17:42,333 --> 00:17:43,366
And finally, all of our 

697
00:17:43,366 --> 00:17:44,333
international customers 

698
00:17:44,333 --> 00:17:45,100
are going to be routed 

699
00:17:45,100 --> 00:17:47,366
to this trusted referee flow.

700
00:17:48,066 --> 00:17:49,666
So keep in mind, 

701
00:17:49,666 --> 00:17:51,266
we don't expect that many of our 

702
00:17:51,266 --> 00:17:53,200
international customers 

703
00:17:53,200 --> 00:17:55,200
will need to verify their identities 

704
00:17:55,200 --> 00:17:56,800
because they are represented 

705
00:17:56,800 --> 00:17:58,900
by attorneys, by U.S.-licensed attorneys.

706
00:17:59,166 --> 00:18:00,100
So their attorneys will need 

707
00:18:00,100 --> 00:18:01,200
to verify their identities, 

708
00:18:01,200 --> 00:18:02,633
but the international customers, 

709
00:18:02,633 --> 00:18:04,700
many of them will not need to. 

710
00:18:04,700 --> 00:18:05,566
And there will be other ways 

711
00:18:05,566 --> 00:18:06,933
that they can sign documents 

712
00:18:06,933 --> 00:18:08,266
and perform limited actions 

713
00:18:08,266 --> 00:18:10,033
without having to do that. 

714
00:18:10,033 --> 00:18:11,466
When you're ready to verify, 

715
00:18:11,466 --> 00:18:12,700
have a few things ready: 

716
00:18:12,700 --> 00:18:14,700
a smartphone, a tablet, or a computer, 

717
00:18:14,700 --> 00:18:15,266
pretty much anything 

718
00:18:15,266 --> 00:18:16,633
with a front-facing camera 

719
00:18:16,633 --> 00:18:19,700
and an internet connection. 

720
00:18:19,900 --> 00:18:21,066
A laptop is going to work 

721
00:18:21,066 --> 00:18:23,166
just fine, as as will your phone. 

722
00:18:23,166 --> 00:18:24,200
And the mobile flow 

723
00:18:24,200 --> 00:18:25,266
is probably the easiest 

724
00:18:25,266 --> 00:18:26,866
for most people to follow, 

725
00:18:26,866 --> 00:18:28,566
based on our testing. 

726
00:18:28,566 --> 00:18:29,366
There's then you'll need 

727
00:18:29,366 --> 00:18:31,100
a government-issued photo ID. 

728
00:18:31,100 --> 00:18:31,800
Again, please 

729
00:18:31,800 --> 00:18:34,400
make sure that the names match. 

730
00:18:34,400 --> 00:18:35,200
If they don't match 

731
00:18:35,200 --> 00:18:36,500
during the electronic process, 

732
00:18:36,500 --> 00:18:38,433
whatever is on your identification 

733
00:18:38,433 --> 00:18:40,966
is what will be put into your account. 

734
00:18:40,966 --> 00:18:42,300
So if you don't have 

735
00:18:42,300 --> 00:18:43,333
your middle name in your account, 

736
00:18:43,333 --> 00:18:44,500
but there is a middle name 

737
00:18:44,500 --> 00:18:45,466
on your driver's 

738
00:18:45,466 --> 00:18:46,933
license that you've presented, 

739
00:18:46,933 --> 00:18:47,733
that middle name will 

740
00:18:47,733 --> 00:18:48,533
go into your account.

741
00:18:49,900 --> 00:18:50,900
During this process, ID.me 

742
00:18:50,900 --> 00:18:51,666
will ask you for 

743
00:18:51,666 --> 00:18:53,400
certain information. 

744
00:18:53,466 --> 00:18:54,566
Social Security number 

745
00:18:54,566 --> 00:18:55,833
is one of the items 

746
00:18:55,833 --> 00:18:56,800
that many people 

747
00:18:56,800 --> 00:18:57,933
have asked us questions about 

748
00:18:57,933 --> 00:19:00,133
and came up often in our testing. 

749
00:19:00,133 --> 00:19:02,066
This is a U.S.-only requirement. 

750
00:19:02,066 --> 00:19:03,833
The USPTO will not receive 

751
00:19:03,833 --> 00:19:05,433
this information from ID.me. 

752
00:19:05,433 --> 00:19:06,500
However, this information 

753
00:19:06,500 --> 00:19:08,166
is necessary for them 

754
00:19:08,166 --> 00:19:09,833
to provide the level of authentication 

755
00:19:09,833 --> 00:19:11,400
that we are requesting. 

756
00:19:11,400 --> 00:19:12,066
The IAL2. 

757
00:19:12,066 --> 00:19:14,066
That's also the level that Patents uses. 

758
00:19:14,066 --> 00:19:16,766
This matches with our risk assessment. 

759
00:19:16,766 --> 00:19:17,566
It's also going to ask you 

760
00:19:17,566 --> 00:19:19,133
for biometric data. 

761
00:19:19,133 --> 00:19:19,733
In this case, 

762
00:19:19,733 --> 00:19:22,033
the biometric data is a selfie. 

763
00:19:22,033 --> 00:19:22,533
It's going, 

764
00:19:22,533 --> 00:19:23,066
you're going to take 

765
00:19:23,066 --> 00:19:24,300
a picture of yourself 

766
00:19:24,300 --> 00:19:25,400
and it's going to compare 

767
00:19:25,400 --> 00:19:26,066
that to the photo 

768
00:19:26,066 --> 00:19:27,800
ID that you also take a picture of

769
00:19:27,800 --> 00:19:29,133
in order to ensure 

770
00:19:29,133 --> 00:19:30,100
that it's the same person 

771
00:19:30,100 --> 00:19:31,533
in both instances. 

772
00:19:31,533 --> 00:19:32,366
And finally, you're going 

773
00:19:32,366 --> 00:19:33,000
to provide permission 

774
00:19:33,000 --> 00:19:34,366
to access your credit profile. 

775
00:19:34,366 --> 00:19:35,566
It's a soft credit check. 

776
00:19:35,566 --> 00:19:37,800
It does not affect your credit score. 

777
00:19:37,800 --> 00:19:38,533
Technically, it just

778
00:19:39,500 --> 00:19:41,266
accesses the credit profile. 

779
00:19:41,266 --> 00:19:42,566
So it's looking for the information, 

780
00:19:42,566 --> 00:19:43,800
your name and address, 

781
00:19:43,800 --> 00:19:45,500
to use a database 

782
00:19:45,500 --> 00:19:48,200
that is valid, accurate, and up-to-date. 

783
00:19:48,200 --> 00:19:50,500
So I'm going to narrate over

784
00:19:50,500 --> 00:19:51,400
some of the steps. 

785
00:19:51,400 --> 00:19:52,300
And we're just going to walk 

786
00:19:52,300 --> 00:19:53,500
through creating an account 

787
00:19:53,500 --> 00:19:55,200
from scratch here. 

788
00:19:55,366 --> 00:19:56,366
So the first thing that you're 

789
00:19:56,366 --> 00:19:58,633
going to see, starting on January 8th

790
00:19:58,633 --> 00:20:00,633
at approximately eight in the morning, 

791
00:20:00,633 --> 00:20:02,866
when you come to file a TEAS form,

792
00:20:03,166 --> 00:20:03,566
you're going to be 

793
00:20:03,566 --> 00:20:05,166
intercepted by a screen 

794
00:20:05,166 --> 00:20:07,033
that looks like this. 

795
00:20:07,166 --> 00:20:08,166
It's going to have an option for you 

796
00:20:08,166 --> 00:20:09,933
to verify your account electronically. 

797
00:20:09,933 --> 00:20:10,666
It's also going to have 

798
00:20:10,666 --> 00:20:11,500
a button on the right 

799
00:20:11,500 --> 00:20:12,366
so that you can skip 

800
00:20:12,366 --> 00:20:13,533
this entire process 

801
00:20:13,533 --> 00:20:15,000
because it won't be mandatory. 

802
00:20:15,000 --> 00:20:17,033
However, if you choose to verify, 

803
00:20:17,033 --> 00:20:18,533
you'll go into this dropdown box 

804
00:20:18,533 --> 00:20:19,200
and you'll choose 

805
00:20:19,200 --> 00:20:20,166
a role to get started. 

806
00:20:20,166 --> 00:20:21,500
These roles are the same ones 

807
00:20:21,500 --> 00:20:22,966
that we've mentioned 

808
00:20:22,966 --> 00:20:24,666
prior in the presentation. 

809
00:20:24,666 --> 00:20:25,166
In this case, 

810
00:20:25,166 --> 00:20:26,100
we're going to choose a U.S.- 

811
00:20:26,100 --> 00:20:27,300
licensed trademark attorney.

812
00:20:28,466 --> 00:20:29,666
Here you'll be presented with 

813
00:20:29,666 --> 00:20:31,133
a screen, and that informs 

814
00:20:31,133 --> 00:20:32,866
you of what we've already said as well. 

815
00:20:32,866 --> 00:20:34,433
The names must match. 

816
00:20:34,433 --> 00:20:35,533
So in this case, 

817
00:20:35,533 --> 00:20:37,866
"Casey M Owens" at the top of the screen

818
00:20:37,866 --> 00:20:38,700
is what's currently 

819
00:20:38,700 --> 00:20:40,633
in the USPTO.gov account. 

820
00:20:40,633 --> 00:20:42,466
Now, if Casey has a full middle 

821
00:20:42,466 --> 00:20:43,833
name on the ID 

822
00:20:43,833 --> 00:20:45,933
that they're presenting in the session, 

823
00:20:45,933 --> 00:20:46,633
the name in the account 

824
00:20:46,633 --> 00:20:49,300
will be updated with that full name. 

825
00:20:49,300 --> 00:20:51,733
So "Casey Michael Owens."

826
00:20:53,766 --> 00:20:54,733
And finally, please 

827
00:20:54,733 --> 00:20:55,800
read the terms of use. 

828
00:20:55,800 --> 00:20:58,000
There's a link to the terms of use.

829
00:20:58,800 --> 00:20:59,700
And also keep in mind, 

830
00:20:59,700 --> 00:21:00,733
some of these screenshots 

831
00:21:00,733 --> 00:21:01,800
are subject to change. 

832
00:21:01,800 --> 00:21:02,766
Some of them have have 

833
00:21:02,766 --> 00:21:04,500
already changed slightly 

834
00:21:04,500 --> 00:21:05,533
and they will change a little bit 

835
00:21:05,533 --> 00:21:07,400
before January 8th. 

836
00:21:07,400 --> 00:21:08,600
They won't look exactly like this, 

837
00:21:08,600 --> 00:21:09,166
but they should be 

838
00:21:09,166 --> 00:21:10,666
substantially the same. 

839
00:21:10,666 --> 00:21:11,866
So please keep that in mind.

840
00:21:13,000 --> 00:21:14,800
Once you've read the terms of use, 

841
00:21:14,800 --> 00:21:15,900
you can continue on 

842
00:21:15,900 --> 00:21:17,733
to verify with ID.me. 

843
00:21:17,966 --> 00:21:19,700
In order to verify your identity, 

844
00:21:19,700 --> 00:21:20,500
which is a process 

845
00:21:20,500 --> 00:21:21,666
that you're only going to do with us 

846
00:21:21,666 --> 00:21:23,133
one time, 

847
00:21:23,133 --> 00:21:23,933
you're going to need 

848
00:21:23,933 --> 00:21:25,800
to create an ID.me account. 

849
00:21:25,800 --> 00:21:27,200
So that is separate 

850
00:21:27,200 --> 00:21:29,100
from your USPTO.gov account. 

851
00:21:29,100 --> 00:21:32,433
And you uh the password and the email

852
00:21:32,433 --> 00:21:33,866
address are all separate. 

853
00:21:33,866 --> 00:21:35,366
So you can create an ID.me account 

854
00:21:35,366 --> 00:21:36,633
using the same email address 

855
00:21:36,633 --> 00:21:38,266
as your USPTO.gov account. 

856
00:21:38,266 --> 00:21:39,200
You can use a different one 

857
00:21:39,200 --> 00:21:39,700
if you want. 

858
00:21:39,700 --> 00:21:41,500
Just remember they are separate. 

859
00:21:41,500 --> 00:21:42,300
So you'll set up the 

860
00:21:42,300 --> 00:21:43,400
ID.me account separately, 

861
00:21:43,400 --> 00:21:44,366
and that is necessary 

862
00:21:44,366 --> 00:21:46,466
to conduct the proofing. 

863
00:21:46,566 --> 00:21:47,266
Other than that, it's 

864
00:21:47,266 --> 00:21:49,233
a typical account setup. 

865
00:21:49,233 --> 00:21:50,400
Please read the terms of service 

866
00:21:50,400 --> 00:21:51,333
and privacy policy 

867
00:21:51,333 --> 00:21:52,233
for more information.

868
00:21:53,266 --> 00:21:54,033
You'll have an email 

869
00:21:54,033 --> 00:21:55,500
confirmation sent to you, 

870
00:21:55,500 --> 00:21:56,800
and you'll activate it 

871
00:21:56,800 --> 00:21:58,033
the way you would typically activate 

872
00:21:58,033 --> 00:22:00,433
a new account that you're setting up. 

873
00:22:00,900 --> 00:22:01,300
ID.me 

874
00:22:01,333 --> 00:22:02,566
has multi-factor 

875
00:22:02,566 --> 00:22:04,333
authentication on their account. 

876
00:22:04,333 --> 00:22:05,400
It is separate 

877
00:22:05,400 --> 00:22:06,966
from the multi-factor authentication 

878
00:22:06,966 --> 00:22:08,400
that USPTO.gov accounts use. 

879
00:22:08,400 --> 00:22:10,733
Again, you are not going to sign in

880
00:22:10,733 --> 00:22:13,066
every time with your ID.me account. 

881
00:22:13,066 --> 00:22:14,700
You probably will just, 

882
00:22:14,700 --> 00:22:17,000
for most people, sign in this time

883
00:22:17,000 --> 00:22:17,933
to create the account. 

884
00:22:17,933 --> 00:22:19,333
Sign in and conduct 

885
00:22:19,333 --> 00:22:20,900
the identity verification. 

886
00:22:20,900 --> 00:22:21,966
Other than that, you're going to be 

887
00:22:21,966 --> 00:22:23,800
using your USPTO.gov account 

888
00:22:23,800 --> 00:22:25,833
once it's been verified. 

889
00:22:26,866 --> 00:22:28,733
But this multi-factor authentication is 

890
00:22:28,733 --> 00:22:29,633
for this account. 

891
00:22:29,633 --> 00:22:30,633
It's not for the USPTO.gov 

892
00:22:30,633 --> 00:22:31,900
account. 

893
00:22:32,566 --> 00:22:35,466
They do offer a great many options. 

894
00:22:35,466 --> 00:22:37,266
So in addition to some of the options 

895
00:22:37,266 --> 00:22:38,566
that we offer, 

896
00:22:38,566 --> 00:22:39,500
they also offer 

897
00:22:39,500 --> 00:22:40,866
two options at the bottom. 

898
00:22:40,866 --> 00:22:41,966
These are physical security 

899
00:22:41,966 --> 00:22:43,866
keys, a FIDO security key 

900
00:22:43,866 --> 00:22:45,200
and something like a YubiKey, 

901
00:22:45,200 --> 00:22:47,666
an NFC-enabled security key. 

902
00:22:47,666 --> 00:22:48,333
For those of you 

903
00:22:48,333 --> 00:22:49,966
who prefer to use those. Again 

904
00:22:49,966 --> 00:22:51,700
only for your ID.me account. 

905
00:22:51,700 --> 00:22:53,300
And not for USPTO.gov.

906
00:22:55,366 --> 00:22:56,233
They'll set it up, 

907
00:22:56,233 --> 00:22:57,500
have you confirm your phone number 

908
00:22:57,500 --> 00:22:59,500
by putting in your six-digit code

909
00:23:00,000 --> 00:23:01,966
and your authentication, 

910
00:23:02,066 --> 00:23:03,300
your two-factor authentication 

911
00:23:03,300 --> 00:23:04,700
will be complete for now. 

912
00:23:04,700 --> 00:23:06,766
You can also copy this recovery key 

913
00:23:06,766 --> 00:23:08,433
and save it an secure place. 

914
00:23:08,433 --> 00:23:08,966
You'll be able to get 

915
00:23:08,966 --> 00:23:09,766
back into your account 

916
00:23:09,766 --> 00:23:10,500
if you lose some of 

917
00:23:10,500 --> 00:23:11,333
your other information 

918
00:23:11,333 --> 00:23:12,400
or lose access to 

919
00:23:12,400 --> 00:23:13,300
one of your multi-factor 

920
00:23:13,300 --> 00:23:15,233
authentication steps. 

921
00:23:15,366 --> 00:23:16,866
And step three, 

922
00:23:16,933 --> 00:23:17,500
this is the part 

923
00:23:17,500 --> 00:23:20,000
where we actually verify the identity. 

924
00:23:20,000 --> 00:23:20,600
Most people are going 

925
00:23:20,600 --> 00:23:21,733
to upload photos 

926
00:23:21,733 --> 00:23:23,833
of a driver's license or state ID

927
00:23:23,900 --> 00:23:24,900
or passport. 

928
00:23:24,900 --> 00:23:27,766
A passport card is also acceptable. 

929
00:23:27,766 --> 00:23:30,400
Please read the links to the policies. 

930
00:23:30,400 --> 00:23:30,766
They're 

931
00:23:30,766 --> 00:23:32,366
they're actually, 

932
00:23:32,366 --> 00:23:33,866
they are written by lawyers, 

933
00:23:33,866 --> 00:23:35,766
but they are actually pretty readable. 

934
00:23:35,766 --> 00:23:37,300
So please do read these 

935
00:23:37,300 --> 00:23:39,300
and you'll understand

936
00:23:39,300 --> 00:23:40,200
what's happening here. 

937
00:23:40,200 --> 00:23:41,866
It's a summary of what's in that 

938
00:23:41,866 --> 00:23:43,133
that bullet points 

939
00:23:43,133 --> 00:23:44,233
on their privacy policy 

940
00:23:44,233 --> 00:23:45,600
we mentioned earlier. 

941
00:23:45,600 --> 00:23:46,866
When you're submitting photos, 

942
00:23:46,866 --> 00:23:48,466
you're going to have a few options 

943
00:23:48,466 --> 00:23:49,133
on how you do it.

944
00:23:50,200 --> 00:23:51,900
We're going to go through the flow 

945
00:23:51,900 --> 00:23:53,766
where we use our smartphone 

946
00:23:53,766 --> 00:23:55,833
to complete this process. 

947
00:23:55,833 --> 00:23:56,966
So it's going to send you 

948
00:23:56,966 --> 00:23:58,700
a text message to your phone 

949
00:23:58,700 --> 00:23:59,533
and you're going to complete 

950
00:23:59,533 --> 00:24:01,066
this session there. 

951
00:24:01,066 --> 00:24:02,600
So far, we haven't uploaded anything. 

952
00:24:02,600 --> 00:24:04,200
The first thing we'll do is upload 

953
00:24:04,200 --> 00:24:05,933
a picture of a driver's license. 

954
00:24:05,933 --> 00:24:07,400
This is sort of like online banking, 

955
00:24:07,400 --> 00:24:08,033
if you've ever done 

956
00:24:08,033 --> 00:24:09,900
that. You'll center 

957
00:24:09,900 --> 00:24:12,000
the photo in your mobile phone screen. 

958
00:24:12,000 --> 00:24:13,133
If your driver's 

959
00:24:13,133 --> 00:24:14,533
license has a landscape 

960
00:24:14,533 --> 00:24:16,066
orientation, please put your phone 

961
00:24:16,066 --> 00:24:18,266
in the landscape orientation as well.

962
00:24:18,466 --> 00:24:19,433
For those of you with portrait 

963
00:24:19,433 --> 00:24:21,400
driver's license, please again 

964
00:24:21,400 --> 00:24:22,766
turn your phone to portrait. 

965
00:24:22,766 --> 00:24:24,233
It'll make for a better picture. 

966
00:24:24,233 --> 00:24:25,233
And then you'll continue. 

967
00:24:25,233 --> 00:24:26,066
You'll take a picture 

968
00:24:26,066 --> 00:24:27,233
of the front and back, 

969
00:24:27,233 --> 00:24:28,333
and you'll have an option 

970
00:24:28,333 --> 00:24:30,300
to verify the information on those. 

971
00:24:30,300 --> 00:24:31,433
Make sure they look good 

972
00:24:31,433 --> 00:24:32,200
before you continue.

973
00:24:33,366 --> 00:24:34,033
It's going to read the 

974
00:24:34,033 --> 00:24:35,566
data off of your driver's license 

975
00:24:35,566 --> 00:24:37,933
and move to the selfie portion. 

976
00:24:37,933 --> 00:24:40,333
So here you're going to center yourself

977
00:24:40,966 --> 00:24:43,600
in in the window there

978
00:24:43,866 --> 00:24:45,933
and then upload your selfie. 

979
00:24:45,933 --> 00:24:46,700
Please keep in mind 

980
00:24:46,700 --> 00:24:48,900
we do not get the selfie. 

981
00:24:49,200 --> 00:24:50,333
And finally, you're going to enter 

982
00:24:50,333 --> 00:24:51,566
your Social Security number 

983
00:24:51,566 --> 00:24:54,233
on the third to last screen here.

984
00:24:56,633 --> 00:24:58,433
This is to confirm your identity. 

985
00:24:58,433 --> 00:24:59,633
This is as a unique identifier. 

986
00:24:59,633 --> 00:25:00,600
Again, it does not affect 

987
00:25:00,600 --> 00:25:01,566
your credit score. 

988
00:25:01,566 --> 00:25:02,500
This is going to access 

989
00:25:02,500 --> 00:25:04,100
your credit profile. 

990
00:25:04,100 --> 00:25:06,433
So it's not it's not going to hurt you

991
00:25:06,433 --> 00:25:07,566
if you're looking to 

992
00:25:07,566 --> 00:25:09,566
buy a house or something. 

993
00:25:10,133 --> 00:25:12,266
And finally, the last important step, 

994
00:25:12,266 --> 00:25:13,133
you're going to get a chance 

995
00:25:13,133 --> 00:25:15,266
to verify your identity on this screen.

996
00:25:15,300 --> 00:25:16,100
Please make sure 

997
00:25:16,100 --> 00:25:18,133
all that information is correct. 

998
00:25:18,133 --> 00:25:19,266
If it's not correct, 

999
00:25:19,266 --> 00:25:20,200
you'll have an opportunity 

1000
00:25:20,200 --> 00:25:21,566
to correct it in a trusted 

1001
00:25:21,566 --> 00:25:22,766
referee session. 

1002
00:25:22,766 --> 00:25:23,533
If it is correct, 

1003
00:25:23,533 --> 00:25:24,533
we need you to share it 

1004
00:25:24,533 --> 00:25:26,066
back with the USPTO. 

1005
00:25:26,066 --> 00:25:27,366
If you don't share it back with us, 

1006
00:25:27,366 --> 00:25:29,500
we won't be able to update your account 

1007
00:25:29,500 --> 00:25:30,566
and you won't be verified.

1008
00:25:33,966 --> 00:25:34,900
So once you've reviewed your 

1009
00:25:34,900 --> 00:25:37,200
account information with ID.me, 

1010
00:25:37,200 --> 00:25:40,000
all the information on the screen, please

1011
00:25:40,100 --> 00:25:41,500
indicate that it's correct 

1012
00:25:41,500 --> 00:25:42,166
and then share it 

1013
00:25:42,166 --> 00:25:44,000
with us using this page. 

1014
00:25:44,000 --> 00:25:45,666
This is a success screen, 

1015
00:25:45,666 --> 00:25:46,866
so you've actually at this point 

1016
00:25:46,866 --> 00:25:48,833
already verified it with it ID.me. 

1017
00:25:48,833 --> 00:25:49,933
But please do make sure 

1018
00:25:49,933 --> 00:25:51,733
to share that with the USPTO. 

1019
00:25:51,733 --> 00:25:52,600
You won't have to go 

1020
00:25:52,600 --> 00:25:53,600
through the whole ID 

1021
00:25:53,600 --> 00:25:55,066
verification process again 

1022
00:25:55,066 --> 00:25:57,166
if you accidentally click "Deny." 

1023
00:25:57,166 --> 00:25:57,666
You'll be able to 

1024
00:25:57,666 --> 00:25:58,633
start from this screen, 

1025
00:25:58,633 --> 00:25:59,433
but it's a lot easier 

1026
00:25:59,433 --> 00:26:01,000
just to do it now. 

1027
00:26:02,033 --> 00:26:03,533
Once you allow this information 

1028
00:26:03,533 --> 00:26:04,966
to go to the USPTO, 

1029
00:26:04,966 --> 00:26:05,666
you'll see a screen 

1030
00:26:05,666 --> 00:26:06,533
that looks like this. 

1031
00:26:06,533 --> 00:26:07,800
There will be different 

1032
00:26:07,800 --> 00:26:10,733
messages at the top depending on how,

1033
00:26:11,000 --> 00:26:11,966
you know, if you stopped 

1034
00:26:11,966 --> 00:26:12,900
and then restarted 

1035
00:26:12,900 --> 00:26:14,233
a verification session 

1036
00:26:14,233 --> 00:26:15,966
or did it all at once. 

1037
00:26:15,966 --> 00:26:16,633
But it's going to look 

1038
00:26:16,633 --> 00:26:17,700
mostly like this. 

1039
00:26:17,700 --> 00:26:19,066
You'll have a little button 

1040
00:26:19,066 --> 00:26:20,633
at the right that says "Continue."

1041
00:26:20,633 --> 00:26:22,066
And if you were starting, 

1042
00:26:22,066 --> 00:26:23,600
if you were trying to access an 

1043
00:26:23,600 --> 00:26:25,300
initial application form 

1044
00:26:25,300 --> 00:26:25,933
when you started 

1045
00:26:25,933 --> 00:26:27,800
this whole verification process 

1046
00:26:27,800 --> 00:26:29,266
and you get here 15 minutes 

1047
00:26:29,266 --> 00:26:30,200
later and click "Continue," 

1048
00:26:30,200 --> 00:26:31,400
it will take you through to the form.

1049
00:26:32,700 --> 00:26:33,433
Otherwise, it'll take you 

1050
00:26:33,433 --> 00:26:36,066
back to our information page. 

1051
00:26:39,566 --> 00:26:40,733
So that is a summary 

1052
00:26:40,733 --> 00:26:42,900
of the process. Again,

1053
00:26:42,900 --> 00:26:44,900
please budget 10 to 15 minutes 

1054
00:26:44,900 --> 00:26:46,566
for that process. 

1055
00:26:46,566 --> 00:26:47,700
And you may need to budget 

1056
00:26:47,700 --> 00:26:48,466
a little more time 

1057
00:26:48,466 --> 00:26:50,400
for the trusted referee session. 

1058
00:26:50,400 --> 00:26:52,133
However, we have had really good 

1059
00:26:52,133 --> 00:26:53,966
responses from ID.me. 

1060
00:26:53,966 --> 00:26:54,833
There's very little wait 

1061
00:26:54,833 --> 00:26:55,933
for those sessions, 

1062
00:26:55,933 --> 00:26:56,700
especially if you try 

1063
00:26:56,700 --> 00:26:58,100
not to do them at peak times, 

1064
00:26:58,100 --> 00:26:58,800
like right when everyone 

1065
00:26:58,800 --> 00:27:00,500
is getting home from work. 

1066
00:27:00,500 --> 00:27:02,300
So we've we've had a lot of zero 

1067
00:27:02,300 --> 00:27:04,133
wait times recorded, 

1068
00:27:04,133 --> 00:27:05,700
and so that's really good 

1069
00:27:05,700 --> 00:27:07,466
from our perspective. 

1070
00:27:08,400 --> 00:27:10,900
Now, some people may not be able to

1071
00:27:11,333 --> 00:27:13,000
or may not want to do 

1072
00:27:13,000 --> 00:27:14,733
electronic verification. 

1073
00:27:14,733 --> 00:27:16,066
And for these customers, 

1074
00:27:16,066 --> 00:27:17,066
we have another option. 

1075
00:27:17,066 --> 00:27:18,700
This is the option that Patents 

1076
00:27:18,700 --> 00:27:19,500
currently uses and 

1077
00:27:19,500 --> 00:27:21,066
the form is virtually identical 

1078
00:27:21,066 --> 00:27:22,733
to the form that they use. 

1079
00:27:22,733 --> 00:27:23,666
But this is a notarized, 

1080
00:27:23,666 --> 00:27:26,000
notarized paper verification process.

1081
00:27:28,266 --> 00:27:30,700
And the basic process goes as follows. 

1082
00:27:30,700 --> 00:27:31,900
You're going to take a form, 

1083
00:27:31,900 --> 00:27:33,500
the form is not available yet, 

1084
00:27:33,500 --> 00:27:34,300
and it won't be available 

1085
00:27:34,300 --> 00:27:35,700
until January 8th. 

1086
00:27:35,700 --> 00:27:36,533
We don't want to put it up 

1087
00:27:36,533 --> 00:27:37,166
because we aren't 

1088
00:27:37,166 --> 00:27:37,633
going to be able 

1089
00:27:37,633 --> 00:27:39,733
to process it until then. 

1090
00:27:39,733 --> 00:27:40,666
But it will be available 

1091
00:27:40,666 --> 00:27:42,566
starting January 8th. 

1092
00:27:42,566 --> 00:27:44,666
So you will download this form

1093
00:27:44,666 --> 00:27:47,033
and print it out. You can complete it. 

1094
00:27:47,033 --> 00:27:48,866
You can either complete the form 

1095
00:27:48,866 --> 00:27:49,466
on your computer 

1096
00:27:49,466 --> 00:27:51,466
and then print it out or write on it

1097
00:27:51,500 --> 00:27:53,533
once you printed it out, either way. 

1098
00:27:53,533 --> 00:27:54,966
But you'll need to take this and 

1099
00:27:54,966 --> 00:27:56,700
two forms of acceptable 

1100
00:27:56,700 --> 00:27:58,800
identification to a notary public

1101
00:27:58,900 --> 00:28:00,333
and have that form notarized. 

1102
00:28:00,333 --> 00:28:02,200
They will verify your identity 

1103
00:28:02,200 --> 00:28:04,100
on a on a following page 

1104
00:28:04,100 --> 00:28:04,733
that you can't see 

1105
00:28:04,733 --> 00:28:06,300
on the screenshot here. 

1106
00:28:06,300 --> 00:28:07,800
You're then going to mail this form 

1107
00:28:07,800 --> 00:28:09,933
using physical mail to the USPTO,

1108
00:28:10,800 --> 00:28:12,300
to the Electronic Business Center, 

1109
00:28:12,300 --> 00:28:13,433
and they will review it 

1110
00:28:13,433 --> 00:28:15,100
and update your account. 

1111
00:28:15,100 --> 00:28:16,500
If the names do not match, 

1112
00:28:16,500 --> 00:28:17,733
they will contact you 

1113
00:28:17,733 --> 00:28:19,566
and try to try to 

1114
00:28:19,566 --> 00:28:21,200
determine why that is, 

1115
00:28:21,200 --> 00:28:22,566
and if they get an acceptable answer, 

1116
00:28:22,566 --> 00:28:23,933
they will update your account 

1117
00:28:23,933 --> 00:28:25,533
with the correct name 

1118
00:28:25,533 --> 00:28:27,433
and you will be authorized.

1119
00:28:28,400 --> 00:28:29,433
They also verify your account 

1120
00:28:29,433 --> 00:28:31,466
to make sure everything else is correct

1121
00:28:31,466 --> 00:28:32,433
and in the right status 

1122
00:28:32,433 --> 00:28:34,033
at that point, too. 

1123
00:28:35,433 --> 00:28:37,866
So we've had many questions. 

1124
00:28:37,866 --> 00:28:39,400
Again, we indicated earlier 

1125
00:28:39,400 --> 00:28:42,233
on the Social Security number question, 

1126
00:28:42,233 --> 00:28:43,466
this is an option that doesn't 

1127
00:28:43,466 --> 00:28:44,566
necessarily require this. 

1128
00:28:44,566 --> 00:28:47,233
If you present identification to the notary public

1129
00:28:47,533 --> 00:28:48,733
that does not contain 

1130
00:28:48,733 --> 00:28:50,133
a Social Security number, 

1131
00:28:50,133 --> 00:28:50,933
then that will not be 

1132
00:28:50,933 --> 00:28:52,566
part of this process. 

1133
00:28:52,566 --> 00:28:53,666
Also, please note that 

1134
00:28:53,666 --> 00:28:55,133
any of the information you provide 

1135
00:28:55,133 --> 00:28:56,200
to the notary to verify 

1136
00:28:56,200 --> 00:28:57,866
your identity is provided 

1137
00:28:57,866 --> 00:28:59,233
in that physical face-to-face 

1138
00:28:59,233 --> 00:29:00,900
session with the notary. 

1139
00:29:00,900 --> 00:29:03,000
It is not provided to the USPTO

1140
00:29:03,000 --> 00:29:04,466
and we will not have it. 

1141
00:29:04,466 --> 00:29:05,366
We will just have 

1142
00:29:05,366 --> 00:29:07,466
the verification of your identity. 

1143
00:29:07,466 --> 00:29:09,666
So any of the documents you provide 

1144
00:29:09,666 --> 00:29:11,100
through that paper session,

1145
00:29:12,200 --> 00:29:14,066
we will not have. 

1146
00:29:15,700 --> 00:29:17,633
And finally, perhaps 

1147
00:29:17,633 --> 00:29:19,200
a somewhat complicated issue, 

1148
00:29:19,200 --> 00:29:20,666
especially to those of you 

1149
00:29:20,666 --> 00:29:22,866
who have not done any patent filing,

1150
00:29:22,866 --> 00:29:23,733
I know the majority 

1151
00:29:23,733 --> 00:29:25,400
of our users do not. 

1152
00:29:25,400 --> 00:29:26,733
But this is again 

1153
00:29:26,733 --> 00:29:28,266
like the paper method. 

1154
00:29:28,266 --> 00:29:30,366
That paper verification form 

1155
00:29:30,366 --> 00:29:32,233
was similar to what Patents uses. 

1156
00:29:32,233 --> 00:29:33,766
We're also using a similar attorney 

1157
00:29:33,766 --> 00:29:36,566
sponsorship model for a few reasons. 

1158
00:29:36,566 --> 00:29:38,533
One, this gives a lot of flexibility 

1159
00:29:38,533 --> 00:29:40,300
to attorneys to quickly sponsor 

1160
00:29:40,300 --> 00:29:42,333
different kinds of users.

1161
00:29:42,966 --> 00:29:44,600
They can also revoke that sponsorship 

1162
00:29:44,600 --> 00:29:46,266
and manage it directly. 

1163
00:29:46,266 --> 00:29:48,266
And they'll be able to, 

1164
00:29:48,266 --> 00:29:49,533
further on down the road 

1165
00:29:49,533 --> 00:29:50,533
when we have more fine 

1166
00:29:50,533 --> 00:29:52,166
grained access control, 

1167
00:29:52,166 --> 00:29:53,600
determine what exactly 

1168
00:29:53,600 --> 00:29:55,100
those sponsored support 

1169
00:29:55,100 --> 00:29:57,166
staff are working on. 

1170
00:29:57,166 --> 00:29:59,400
The attorneys will be, in that case, 

1171
00:29:59,400 --> 00:30:00,933
verifying the identities 

1172
00:30:00,933 --> 00:30:03,133
of their sponsored support staff

1173
00:30:03,533 --> 00:30:04,866
in lieu of the USPTO 

1174
00:30:04,866 --> 00:30:05,633
and reporting back 

1175
00:30:05,633 --> 00:30:06,700
that they have in fact 

1176
00:30:06,700 --> 00:30:08,100
verified their identities. 

1177
00:30:08,100 --> 00:30:09,833
Sponsorship process 

1178
00:30:09,833 --> 00:30:11,333
means that essentially 

1179
00:30:11,333 --> 00:30:12,400
the attorneys are verifying 

1180
00:30:12,400 --> 00:30:13,733
the identities of the support staff.

1181
00:30:17,366 --> 00:30:19,600
So we have a software tool

1182
00:30:19,800 --> 00:30:20,633
that attorneys will be able 

1183
00:30:20,633 --> 00:30:23,200
to use to manage this directly

1184
00:30:23,200 --> 00:30:24,466
from a link to the tool 

1185
00:30:24,466 --> 00:30:25,800
or from myUSPTO. 

1186
00:30:25,800 --> 00:30:26,666
We'll have a widget 

1187
00:30:26,666 --> 00:30:29,000
that takes you there to it. 

1188
00:30:29,400 --> 00:30:30,000
One thing to keep in 

1189
00:30:30,000 --> 00:30:31,500
mind is that attorneys 

1190
00:30:31,500 --> 00:30:32,600
have to have verified 

1191
00:30:32,600 --> 00:30:33,933
USPTO.gov accounts 

1192
00:30:33,933 --> 00:30:35,900
in order to sponsor support staff. 

1193
00:30:35,900 --> 00:30:36,966
So they need to have verified 

1194
00:30:36,966 --> 00:30:38,433
their identities first, 

1195
00:30:38,433 --> 00:30:41,166
either electronically or via paper. 

1196
00:30:41,166 --> 00:30:42,700
The support staff and the paralegals 

1197
00:30:42,700 --> 00:30:43,966
that they want to verify 

1198
00:30:43,966 --> 00:30:45,400
also have to have established 

1199
00:30:45,400 --> 00:30:47,600
USPTO.gov accounts. 

1200
00:30:47,600 --> 00:30:48,633
So again, the attorney 

1201
00:30:48,633 --> 00:30:49,833
is ultimately responsible 

1202
00:30:49,833 --> 00:30:51,233
for verifying the identity 

1203
00:30:51,233 --> 00:30:52,800
of these individuals. 

1204
00:30:52,800 --> 00:30:54,333
Please note that non-attorney 

1205
00:30:54,333 --> 00:30:55,433
trademark owners 

1206
00:30:55,433 --> 00:30:57,666
can't sponsor support staff. 

1207
00:30:57,666 --> 00:31:00,166
And this is because of the rules

1208
00:31:00,166 --> 00:31:01,300
regarding representation.

1209
00:31:02,266 --> 00:31:03,733
Please also notice 

1210
00:31:03,733 --> 00:31:05,466
or note that an attorney cannot sponsor 

1211
00:31:05,466 --> 00:31:06,200
another attorney. 

1212
00:31:06,200 --> 00:31:07,500
Attorneys can only sponsor 

1213
00:31:07,500 --> 00:31:09,633
paralegals and support staff 

1214
00:31:09,633 --> 00:31:12,000
because the responsibility

1215
00:31:12,000 --> 00:31:15,433
for the work lies with them. 

1216
00:31:15,433 --> 00:31:16,666
And attorneys will have 

1217
00:31:16,666 --> 00:31:17,566
access to this tool, 

1218
00:31:17,566 --> 00:31:19,100
but so will support staff. 

1219
00:31:19,100 --> 00:31:20,366
There will be several options 

1220
00:31:20,366 --> 00:31:22,433
for what each of these users can do. 

1221
00:31:22,433 --> 00:31:23,966
Attorneys will be able to sponsor 

1222
00:31:23,966 --> 00:31:26,566
and revoke their support staff.

1223
00:31:27,400 --> 00:31:28,100
They'll be able to manage 

1224
00:31:28,100 --> 00:31:29,666
sponsorship requests. 

1225
00:31:29,666 --> 00:31:30,833
Now, these sponsorship requests 

1226
00:31:30,833 --> 00:31:32,800
are not direct requests. 

1227
00:31:32,800 --> 00:31:33,533
These sponsorship 

1228
00:31:33,533 --> 00:31:35,133
requests are requests 

1229
00:31:35,133 --> 00:31:36,433
that an already sponsored 

1230
00:31:36,433 --> 00:31:38,533
support staff has made 

1231
00:31:38,533 --> 00:31:39,766
to request that someone else in 

1232
00:31:39,766 --> 00:31:41,966
their work group also be sponsored. 

1233
00:31:41,966 --> 00:31:45,033
So it would essentially be, you know,

1234
00:31:46,933 --> 00:31:48,366
Bob has sponsored the paralegal, 

1235
00:31:48,366 --> 00:31:49,966
Jane. And Jane says 

1236
00:31:49,966 --> 00:31:51,766
that Mark also needs a sponsorship. 

1237
00:31:51,766 --> 00:31:53,300
So she sends a sponsorship request 

1238
00:31:53,300 --> 00:31:55,000
to Bob and Bob can approve 

1239
00:31:55,000 --> 00:31:57,166
or deny that sponsorship request. 

1240
00:31:57,166 --> 00:31:59,366
But we do not have a direct access

1241
00:31:59,866 --> 00:32:02,100
from a support staff

1242
00:32:02,233 --> 00:32:03,533
to an attorney to ask them 

1243
00:32:03,533 --> 00:32:05,000
to sponsor you. 

1244
00:32:05,000 --> 00:32:05,900
And the reason for this is to 

1245
00:32:05,900 --> 00:32:07,433
cut down on fraud and spam.

1246
00:32:09,166 --> 00:32:10,366
Attorneys can also restore a 

1247
00:32:10,366 --> 00:32:12,100
previously sponsored support staff, 

1248
00:32:12,100 --> 00:32:13,200
so they'd be able to go back 

1249
00:32:13,200 --> 00:32:14,300
and instead of 

1250
00:32:14,800 --> 00:32:15,833
having to recall the email 

1251
00:32:15,833 --> 00:32:16,500
and put it back in, 

1252
00:32:16,500 --> 00:32:17,800
they'll be able to essentially 

1253
00:32:17,800 --> 00:32:19,333
click a button to restore 

1254
00:32:19,333 --> 00:32:21,466
previous revocation. 

1255
00:32:21,466 --> 00:32:22,866
And they can, of course, 

1256
00:32:22,866 --> 00:32:23,966
view the sponsorship history 

1257
00:32:23,966 --> 00:32:25,800
and a summary and a detailed view 

1258
00:32:25,800 --> 00:32:26,566
so they can see what's 

1259
00:32:26,566 --> 00:32:27,366
happened with who 

1260
00:32:27,366 --> 00:32:29,300
and when. The sponsored support 

1261
00:32:29,300 --> 00:32:29,866
staff will have a 

1262
00:32:29,866 --> 00:32:31,200
different view of the tool. 

1263
00:32:31,200 --> 00:32:32,466
It will look mostly the same, 

1264
00:32:32,466 --> 00:32:32,866
but it will have 

1265
00:32:32,866 --> 00:32:34,700
a different set of options. 

1266
00:32:34,700 --> 00:32:35,533
The support staff 

1267
00:32:35,533 --> 00:32:36,366
will be able to withdraw 

1268
00:32:36,366 --> 00:32:37,833
from sponsorship. 

1269
00:32:37,833 --> 00:32:39,233
So for example, 

1270
00:32:39,233 --> 00:32:41,433
if an attorney moved to a different firm

1271
00:32:41,766 --> 00:32:43,933
and did not undo the sponsorships

1272
00:32:43,966 --> 00:32:45,900
or did not revoke those sponsorships, 

1273
00:32:45,900 --> 00:32:47,266
the support staff could do it 

1274
00:32:47,266 --> 00:32:49,500
unilaterally from their side, too. 

1275
00:32:49,500 --> 00:32:50,300
They can also again 

1276
00:32:50,300 --> 00:32:51,666
request those sponsorships 

1277
00:32:51,666 --> 00:32:53,466
on behalf of another support 

1278
00:32:53,466 --> 00:32:55,466
staff member once they're sponsored. 

1279
00:32:55,466 --> 00:32:56,400
And finally, they can view 

1280
00:32:56,400 --> 00:32:57,466
their own detailed history.

1281
00:33:01,733 --> 00:33:03,233
So the attorney actions 

1282
00:33:03,233 --> 00:33:04,666
for sponsoring of support staff 

1283
00:33:04,666 --> 00:33:05,600
are going to look like this. 

1284
00:33:05,600 --> 00:33:07,366
And please keep in mind again, 

1285
00:33:07,366 --> 00:33:08,200
some of these things 

1286
00:33:08,200 --> 00:33:09,366
may change slightly. 

1287
00:33:09,366 --> 00:33:11,300
For example, there's a declaration 

1288
00:33:11,300 --> 00:33:11,766
that is going to have 

1289
00:33:11,766 --> 00:33:13,066
slightly different wording 

1290
00:33:13,066 --> 00:33:14,300
when it's actually available 

1291
00:33:14,300 --> 00:33:16,000
on January 8th. 

1292
00:33:16,000 --> 00:33:16,900
But by and large, 

1293
00:33:16,900 --> 00:33:17,600
these are the flows 

1294
00:33:17,600 --> 00:33:19,400
that you should expect to see. 

1295
00:33:19,400 --> 00:33:21,833
So an attorney is going to 

1296
00:33:21,833 --> 00:33:22,566
go into the tool 

1297
00:33:22,566 --> 00:33:23,000
when they want to 

1298
00:33:23,000 --> 00:33:25,066
sponsor support staff. 

1299
00:33:25,066 --> 00:33:26,166
They won't be able to access it 

1300
00:33:26,166 --> 00:33:28,000
until they're already verified, 

1301
00:33:28,000 --> 00:33:29,166
and they'll click on the "Sponsor 

1302
00:33:29,166 --> 00:33:31,566
users" button over on the right. 

1303
00:33:31,566 --> 00:33:32,500
Once they sponsor, 

1304
00:33:32,500 --> 00:33:33,966
they click "Sponsor users." 

1305
00:33:33,966 --> 00:33:36,066
They'll get a big screen that pops up. 

1306
00:33:36,066 --> 00:33:37,700
They will check the declaration 

1307
00:33:37,700 --> 00:33:38,766
and then they can put in up 

1308
00:33:38,766 --> 00:33:40,266
to 50 email addresses 

1309
00:33:40,266 --> 00:33:42,166
that are associated with the USPTO.gov 

1310
00:33:42,166 --> 00:33:43,333
accounts of the staff 

1311
00:33:43,333 --> 00:33:44,966
that they want to sponsor. 

1312
00:33:44,966 --> 00:33:46,633
They they can be uh comma 

1313
00:33:46,633 --> 00:33:48,266
separated, space separated.

1314
00:33:49,366 --> 00:33:50,633
Most of the different ways in 

1315
00:33:50,633 --> 00:33:51,466
which you separate 

1316
00:33:51,466 --> 00:33:53,400
a list of email addresses 

1317
00:33:53,400 --> 00:33:55,200
can be parsed through here. 

1318
00:33:55,200 --> 00:33:56,633
When you put them in, 

1319
00:33:56,733 --> 00:33:57,900
they're going to be validated. 

1320
00:33:57,900 --> 00:33:58,900
So you'll check the box 

1321
00:33:58,900 --> 00:34:00,900
that says that you understand

1322
00:34:00,900 --> 00:34:02,400
the terms of use. 

1323
00:34:02,800 --> 00:34:03,500
And then you'll put 

1324
00:34:03,500 --> 00:34:04,600
those emails in there 

1325
00:34:04,600 --> 00:34:05,733
and then they'll be validated. 

1326
00:34:05,733 --> 00:34:06,800
So it'll check for everything 

1327
00:34:06,800 --> 00:34:08,300
that's a real email address. 

1328
00:34:08,300 --> 00:34:09,766
And that also corresponds 

1329
00:34:09,766 --> 00:34:12,600
to an active USPTO, USPTO.gov account

1330
00:34:13,066 --> 00:34:14,100
that's, for example, 

1331
00:34:14,100 --> 00:34:15,800
not already used by an attorney. 

1332
00:34:15,800 --> 00:34:16,666
So it'll pick all the ones 

1333
00:34:16,666 --> 00:34:17,366
that are eligible 

1334
00:34:17,366 --> 00:34:18,800
and present them in a box 

1335
00:34:18,800 --> 00:34:20,233
down at the bottom. 

1336
00:34:20,266 --> 00:34:22,233
It will also present the names 

1337
00:34:22,233 --> 00:34:24,166
of those sponsored support staff. 

1338
00:34:24,166 --> 00:34:25,300
You'll be able to review it. 

1339
00:34:25,300 --> 00:34:26,200
And that's when you will 

1340
00:34:26,200 --> 00:34:27,600
conduct the name matching portion 

1341
00:34:27,600 --> 00:34:29,266
of the identity verification. 

1342
00:34:29,266 --> 00:34:30,033
You've already verified 

1343
00:34:30,033 --> 00:34:31,366
the identity of the support staff 

1344
00:34:31,366 --> 00:34:32,666
for employment reasons. 

1345
00:34:32,666 --> 00:34:33,266
And now you're going to 

1346
00:34:33,266 --> 00:34:35,000
match that to the USPTO.gov 

1347
00:34:35,000 --> 00:34:36,300
account information 

1348
00:34:36,300 --> 00:34:37,566
that shows in this screen.

1349
00:34:41,800 --> 00:34:42,466
You can also revoke 

1350
00:34:42,466 --> 00:34:44,900
support staff at any time, 

1351
00:34:44,900 --> 00:34:46,966
and you'll just go to the "Active

1352
00:34:46,966 --> 00:34:49,233
sponsorships" tab, as we saw before. 

1353
00:34:49,233 --> 00:34:50,833
But here to the right, 

1354
00:34:50,833 --> 00:34:52,400
you'll see a list of boxes 

1355
00:34:52,400 --> 00:34:53,100
to the right of each 

1356
00:34:53,100 --> 00:34:55,066
entry in your history. 

1357
00:34:55,066 --> 00:34:56,266
You'll be able to check the box 

1358
00:34:56,266 --> 00:34:57,400
next to as many of those 

1359
00:34:57,400 --> 00:34:59,633
that as you want you to revoke. 

1360
00:34:59,633 --> 00:35:01,066
You'll click the "Revoke sponsorship" 

1361
00:35:01,066 --> 00:35:02,800
button and confirm the choices, 

1362
00:35:02,800 --> 00:35:03,466
and then you will 

1363
00:35:03,466 --> 00:35:05,233
no longer be sponsoring 

1364
00:35:05,233 --> 00:35:06,733
that support staff. 

1365
00:35:06,733 --> 00:35:08,100
I should probably take a second 

1366
00:35:08,100 --> 00:35:09,500
here to mention 

1367
00:35:09,833 --> 00:35:11,966
that support staff 

1368
00:35:11,966 --> 00:35:13,000
is considered ID verified 

1369
00:35:13,000 --> 00:35:14,666
as long as they are sponsored 

1370
00:35:14,666 --> 00:35:16,466
by one verified attorney. 

1371
00:35:16,466 --> 00:35:18,533
So you can have ten verified attorneys

1372
00:35:18,533 --> 00:35:20,933
all sponsoring the same support staff.

1373
00:35:20,933 --> 00:35:21,966
And if nine of those revoke 

1374
00:35:21,966 --> 00:35:23,766
the sponsorship, the support staff 

1375
00:35:23,766 --> 00:35:24,666
would still be able 

1376
00:35:24,666 --> 00:35:26,033
to access TEAS or TEASi 

1377
00:35:26,033 --> 00:35:27,466
in order to make a filing. 

1378
00:35:27,466 --> 00:35:29,333
However, if there are no active 

1379
00:35:29,333 --> 00:35:30,400
sponsorships for that 

1380
00:35:30,400 --> 00:35:31,733
support staff member, 

1381
00:35:31,733 --> 00:35:32,866
they would lose their access 

1382
00:35:32,866 --> 00:35:33,600
to TEAS or 

1383
00:35:33,600 --> 00:35:34,166
TEASi. 

1384
00:35:34,300 --> 00:35:35,000
They would still have 

1385
00:35:35,000 --> 00:35:36,200
their access to this tool, 

1386
00:35:36,200 --> 00:35:37,400
so they could review the history 

1387
00:35:37,400 --> 00:35:39,000
and see what actions had been taken 

1388
00:35:39,000 --> 00:35:39,966
and when. 

1389
00:35:39,966 --> 00:35:40,733
But they will not be 

1390
00:35:40,733 --> 00:35:42,833
able to go into TEAS or TEASi to file.

1391
00:35:43,333 --> 00:35:44,466
So they would need to be sponsored 

1392
00:35:44,466 --> 00:35:46,033
by one active 

1393
00:35:46,033 --> 00:35:47,466
ID verified attorney 

1394
00:35:47,466 --> 00:35:48,433
before they can do that.

1395
00:35:54,866 --> 00:35:56,400
The request screen is 

1396
00:35:56,400 --> 00:35:58,900
similar to the regular

1397
00:35:58,900 --> 00:36:00,366
sponsorship screen, 

1398
00:36:00,366 --> 00:36:01,233
except in this case, 

1399
00:36:01,233 --> 00:36:02,200
you're going to a tab 

1400
00:36:02,200 --> 00:36:04,000
that will have a number that indicates 

1401
00:36:04,000 --> 00:36:04,900
if you have outstanding 

1402
00:36:04,900 --> 00:36:06,433
sponsorship requests 

1403
00:36:06,433 --> 00:36:08,666
and go through the same certification

1404
00:36:08,666 --> 00:36:10,433
of understanding checkbox. 

1405
00:36:10,433 --> 00:36:11,833
And it will show you again, 

1406
00:36:11,833 --> 00:36:12,800
hopefully you can see, it's 

1407
00:36:12,800 --> 00:36:15,000
not too small on the screen. 

1408
00:36:15,000 --> 00:36:16,266
The attorney's 

1409
00:36:16,266 --> 00:36:17,533
or the attorney support staff's 

1410
00:36:17,533 --> 00:36:19,800
name will be on the left box

1411
00:36:20,166 --> 00:36:21,700
and then the attorney support staff 

1412
00:36:21,700 --> 00:36:23,633
who is requesting that sponsorship 

1413
00:36:23,633 --> 00:36:25,166
will appear in the right box. 

1414
00:36:25,166 --> 00:36:27,266
Again, the requestor should always be

1415
00:36:27,266 --> 00:36:27,933
someone who you're 

1416
00:36:27,933 --> 00:36:29,000
currently sponsoring. 

1417
00:36:29,000 --> 00:36:30,233
They're the only ones who can ask you 

1418
00:36:30,233 --> 00:36:32,200
to sponsor someone else. 

1419
00:36:32,266 --> 00:36:34,766
You can choose to approve or deny

1420
00:36:35,066 --> 00:36:37,133
a sponsorship request. 

1421
00:36:37,133 --> 00:36:39,133
And denials are not

1422
00:36:39,133 --> 00:36:40,166
reported to the user.

1423
00:36:44,266 --> 00:36:45,800
So the support staff again 

1424
00:36:45,800 --> 00:36:46,466
will have a slightly 

1425
00:36:46,466 --> 00:36:48,466
different group of options. 

1426
00:36:48,733 --> 00:36:50,933
They can request the sponsorship. 

1427
00:36:50,933 --> 00:36:52,066
They'll use the dropdown 

1428
00:36:52,066 --> 00:36:53,633
at the top to choose 

1429
00:36:53,633 --> 00:36:54,700
from the list of attorneys 

1430
00:36:54,700 --> 00:36:55,866
who are currently sponsoring them 

1431
00:36:55,866 --> 00:36:56,533
who they want to send 

1432
00:36:56,533 --> 00:36:57,933
those requests to. 

1433
00:36:57,933 --> 00:36:59,600
So in this case, 

1434
00:37:00,133 --> 00:37:02,000
they're, Tom Smith is requesting 

1435
00:37:02,000 --> 00:37:03,700
that Michael Smith 

1436
00:37:03,933 --> 00:37:06,766
will sponsor Stu Smith. 

1437
00:37:06,766 --> 00:37:07,533
So they're going to choose 

1438
00:37:07,533 --> 00:37:09,533
the sponsoring attorney at the top. 

1439
00:37:09,533 --> 00:37:11,700
Enter one or more email addresses. 

1440
00:37:11,700 --> 00:37:12,933
Once they see the information 

1441
00:37:12,933 --> 00:37:15,166
populate down below and it's validated, 

1442
00:37:15,166 --> 00:37:17,166
they will request sponsorship 

1443
00:37:17,166 --> 00:37:17,900
unless some of those 

1444
00:37:17,900 --> 00:37:18,866
emails are not correct 

1445
00:37:18,866 --> 00:37:19,733
or they realize some of 

1446
00:37:19,733 --> 00:37:20,366
them are not people 

1447
00:37:20,366 --> 00:37:21,766
they want to include. 

1448
00:37:21,766 --> 00:37:23,266
They can take them out at this point. 

1449
00:37:23,266 --> 00:37:23,933
Once they request 

1450
00:37:23,933 --> 00:37:24,866
the sponsorship, though, 

1451
00:37:24,866 --> 00:37:25,533
all the requests 

1452
00:37:25,533 --> 00:37:26,666
will be sent to the attorney 

1453
00:37:26,666 --> 00:37:27,300
and they can't change 

1454
00:37:27,300 --> 00:37:28,033
it after the fact.

1455
00:37:31,000 --> 00:37:32,033
And finally, to withdraw 

1456
00:37:32,033 --> 00:37:33,000
from sponsorship, 

1457
00:37:33,000 --> 00:37:34,300
that's similar to the revocation 

1458
00:37:34,300 --> 00:37:35,866
process on the attorney side. 

1459
00:37:35,866 --> 00:37:36,666
There are checkboxes 

1460
00:37:36,666 --> 00:37:39,133
along the right side of the screen. 

1461
00:37:39,133 --> 00:37:40,533
Check as many as you want 

1462
00:37:40,533 --> 00:37:41,966
and then click the "Withdraw 

1463
00:37:41,966 --> 00:37:44,133
from sponsorship" button, 

1464
00:37:44,133 --> 00:37:45,633
confirm your choices, 

1465
00:37:45,633 --> 00:37:47,766
and it will again give you the warning. 

1466
00:37:47,766 --> 00:37:49,300
It will, it's going to remove 

1467
00:37:49,300 --> 00:37:51,300
all sponsorships from your record, 

1468
00:37:51,300 --> 00:37:52,333
it warns you that you won't be able 

1469
00:37:52,333 --> 00:37:54,300
to access TEAS or TEASi 

1470
00:37:54,300 --> 00:37:55,533
until you are sponsored 

1471
00:37:55,533 --> 00:37:57,333
by another attorney. 

1472
00:37:57,766 --> 00:37:58,733
So you'll see that warning 

1473
00:37:58,733 --> 00:38:00,133
if you are unintentionally 

1474
00:38:00,133 --> 00:38:01,866
removing your last sponsorship 

1475
00:38:01,866 --> 00:38:03,800
or intentionally. 

1476
00:38:07,133 --> 00:38:07,666
And finally, 

1477
00:38:07,666 --> 00:38:08,833
we did want to bring your attention 

1478
00:38:08,833 --> 00:38:11,033
to some additional resources here. 

1479
00:38:11,033 --> 00:38:13,166
As part of the emails that we sent out

1480
00:38:13,166 --> 00:38:14,866
in the webinar notifications, 

1481
00:38:14,866 --> 00:38:16,633
you should have seen this 

1482
00:38:16,633 --> 00:38:18,466
USPTO, USPTO identity 

1483
00:38:18,466 --> 00:38:20,600
verification webpage. 

1484
00:38:20,600 --> 00:38:22,700
This is our main web page 

1485
00:38:22,700 --> 00:38:23,700
for all of our ID 

1486
00:38:23,700 --> 00:38:25,533
verification updates. 

1487
00:38:25,533 --> 00:38:27,133
We're continually updating it, 

1488
00:38:27,133 --> 00:38:29,600
and we're going to be posting FAQs

1489
00:38:29,866 --> 00:38:30,633
based on questions 

1490
00:38:30,633 --> 00:38:31,700
we've gotten from the webinar 

1491
00:38:31,700 --> 00:38:33,966
and other sources after this. 

1492
00:38:33,966 --> 00:38:35,766
So again, we are going to do our best 

1493
00:38:35,766 --> 00:38:36,866
to answer as many questions 

1494
00:38:36,866 --> 00:38:38,966
as we can during the webinar. 

1495
00:38:38,966 --> 00:38:40,100
If we don't answer your question 

1496
00:38:40,100 --> 00:38:41,000
during the webinar, 

1497
00:38:41,000 --> 00:38:41,866
we're going to do our best 

1498
00:38:41,866 --> 00:38:43,933
to answer it on the FAQs, 

1499
00:38:43,933 --> 00:38:44,700
especially questions 

1500
00:38:44,700 --> 00:38:46,366
that are asked by multiple people 

1501
00:38:46,366 --> 00:38:47,733
and aren't specific to one 

1502
00:38:47,733 --> 00:38:48,800
individual case.

1503
00:38:49,966 --> 00:38:50,600
Also, you can look 

1504
00:38:50,600 --> 00:38:54,033
at the ID.me links before it launches.

1505
00:38:54,366 --> 00:38:55,466
I know the links were on the page 

1506
00:38:55,466 --> 00:38:56,066
that we showed you 

1507
00:38:56,066 --> 00:38:57,433
that you'll start seeing on January 8th

1508
00:38:57,433 --> 00:38:59,300
at about eight in the morning, 

1509
00:38:59,300 --> 00:39:01,000
but you can look at it ahead of time too 

1510
00:39:01,000 --> 00:39:01,800
by using the links 

1511
00:39:01,800 --> 00:39:03,733
in this presentation. 

1512
00:39:03,733 --> 00:39:04,866
Privacy bill of rights, 

1513
00:39:04,866 --> 00:39:06,300
the privacy policy, 

1514
00:39:06,300 --> 00:39:09,133
and the biometric policy. 

1515
00:39:12,733 --> 00:39:14,000
And, of course, 

1516
00:39:14,000 --> 00:39:15,966
the obligatory "Follow us" 

1517
00:39:15,966 --> 00:39:17,566
screen. Follow us on social media: 

1518
00:39:17,566 --> 00:39:18,366
Twitter, Instagram, 

1519
00:39:18,366 --> 00:39:19,200
Facebook, and LinkedIn. 

1520
00:39:19,200 --> 00:39:20,066
We have presences 

1521
00:39:20,066 --> 00:39:21,866
on all those platforms. 

1522
00:39:21,866 --> 00:39:22,700
So if you're interested 

1523
00:39:22,700 --> 00:39:24,533
in getting updates on what we're doing, 

1524
00:39:24,533 --> 00:39:27,200
including updates to this ID

1525
00:39:27,200 --> 00:39:29,666
verification requirement, 

1526
00:39:29,666 --> 00:39:30,666
please follow us there 

1527
00:39:30,666 --> 00:39:33,833
and we'll be giving updates as we go. 

1528
00:39:36,866 --> 00:39:38,900
And that concludes the overview

1529
00:39:38,900 --> 00:39:41,200
of the specific topics

1530
00:39:41,200 --> 00:39:43,000
that we're going to discuss. 

1531
00:39:43,000 --> 00:39:44,700
Um, I'm going to turn over 

1532
00:39:44,700 --> 00:39:45,700
to Jason briefly, 

1533
00:39:45,700 --> 00:39:47,400
I think, to discuss 

1534
00:39:47,400 --> 00:39:48,866
the question section. 

1535
00:39:48,866 --> 00:39:50,033
-That's right. All right. 

1536
00:39:50,033 --> 00:39:51,566
Thank you very, very much, Matt. 

1537
00:39:51,566 --> 00:39:52,766
Thank you very much, Greg. 

1538
00:39:52,766 --> 00:39:53,266
So we're going to 

1539
00:39:53,266 --> 00:39:54,066
we're going to transition 

1540
00:39:54,066 --> 00:39:55,266
into the Q&A period. 

1541
00:39:55,266 --> 00:39:56,666
And I know that this is, there's 

1542
00:39:56,666 --> 00:39:58,000
going to be a lot of value here 

1543
00:39:58,000 --> 00:39:59,300
because I've been 

1544
00:39:59,300 --> 00:40:00,066
seeing some of the questions 

1545
00:40:00,066 --> 00:40:01,700
coming in to the mailbox 

1546
00:40:01,700 --> 00:40:02,400
and there's some great 

1547
00:40:02,400 --> 00:40:03,766
questions in there. So. 

1548
00:40:03,766 --> 00:40:04,500
And I think a lot of 

1549
00:40:04,500 --> 00:40:05,333
things are going to be

1550
00:40:06,433 --> 00:40:07,533
be true for everyone 

1551
00:40:07,533 --> 00:40:08,533
sort of across the board. 

1552
00:40:08,533 --> 00:40:09,600
So some are more specific, 

1553
00:40:09,600 --> 00:40:10,500
but some are more general. 

1554
00:40:10,500 --> 00:40:11,433
So that's good. 

1555
00:40:11,433 --> 00:40:12,266
So please remember, 

1556
00:40:12,266 --> 00:40:13,400
if you have a question, 

1557
00:40:13,400 --> 00:40:15,500
you can email

1558
00:40:15,800 --> 00:40:17,100
TMFeedback@uspto.gov.

1559
00:40:17,466 --> 00:40:18,166
As I've mentioned, 

1560
00:40:18,166 --> 00:40:19,533
we have a lot of questions 

1561
00:40:19,533 --> 00:40:20,433
and a lot of people 

1562
00:40:20,433 --> 00:40:21,900
who are logged on for this. 

1563
00:40:21,900 --> 00:40:23,033
So please don't feel bad 

1564
00:40:23,033 --> 00:40:23,800
if we're unable to get 

1565
00:40:23,800 --> 00:40:25,066
to your question today. 

1566
00:40:25,066 --> 00:40:26,100
We have received it. 

1567
00:40:26,100 --> 00:40:26,933
And as Matt said, 

1568
00:40:26,933 --> 00:40:27,766
we're going to try and 

1569
00:40:27,766 --> 00:40:28,933
make sure if it is something 

1570
00:40:28,933 --> 00:40:30,933
that applies to everybody in general,

1571
00:40:30,933 --> 00:40:31,466
then we do have 

1572
00:40:31,466 --> 00:40:32,233
that posted in an 

1573
00:40:32,233 --> 00:40:35,233
FAQ on the webpage later. 

1574
00:40:35,233 --> 00:40:37,500
So if it's something 

1575
00:40:37,500 --> 00:40:40,100
that deals with a policy issue

1576
00:40:40,100 --> 00:40:41,466
or a legal issue, 

1577
00:40:41,466 --> 00:40:42,033
we're probably not 

1578
00:40:42,033 --> 00:40:43,133
going to be able to touch it today. 

1579
00:40:43,133 --> 00:40:44,233
But keep in mind, 

1580
00:40:44,233 --> 00:40:45,266
we are going to have 

1581
00:40:45,266 --> 00:40:46,500
a webinar sometime 

1582
00:40:46,500 --> 00:40:47,766
next year in which we'll delve 

1583
00:40:47,766 --> 00:40:49,300
into those topics as well. 

1584
00:40:49,300 --> 00:40:50,833
So, all right, so 

1585
00:40:50,833 --> 00:40:51,966
I'm going to throw it over 

1586
00:40:51,966 --> 00:40:54,233
and, well, actually back to you guys. 

1587
00:40:54,233 --> 00:40:55,466
So you can answer the questions. 

1588
00:40:55,466 --> 00:40:57,633
And I'm going to continue to to try and

1589
00:40:57,900 --> 00:40:59,233
bring some question ins for you, 

1590
00:40:59,233 --> 00:41:00,233
questions in. So. 

1591
00:41:00,233 --> 00:41:01,566
So just you know how I know, 

1592
00:41:01,566 --> 00:41:03,733
how you know how it works, folks.

1593
00:41:04,266 --> 00:41:05,233
When you email questions 

1594
00:41:05,233 --> 00:41:06,000
in, we're going to send them. 

1595
00:41:06,000 --> 00:41:08,233
We're sort of posting them to Matt 

1596
00:41:08,233 --> 00:41:10,133
and to Greg and maybe Bob Lavache, 

1597
00:41:10,133 --> 00:41:12,133
who's I think lurking nearby

1598
00:41:12,133 --> 00:41:14,100
to potentially answer some questions. 

1599
00:41:14,100 --> 00:41:15,133
So you're going to see the guys 

1600
00:41:15,133 --> 00:41:16,133
reading the questions, 

1601
00:41:16,133 --> 00:41:16,933
probably thinking about 

1602
00:41:16,933 --> 00:41:18,066
an answer there for a second, 

1603
00:41:18,066 --> 00:41:19,833
and then giving you the answer. 

1604
00:41:19,833 --> 00:41:21,600
And we're going to be pinging back 

1605
00:41:21,600 --> 00:41:22,766
and forth between the two of them 

1606
00:41:22,766 --> 00:41:23,466
for the most part. 

1607
00:41:23,466 --> 00:41:25,333
So continue to send those questions 

1608
00:41:25,333 --> 00:41:26,333
in and guys, I'm going 

1609
00:41:26,333 --> 00:41:27,200
to turn it back to you.

1610
00:41:29,966 --> 00:41:30,466
-Thanks. 

1611
00:41:31,066 --> 00:41:31,800
-Thank you, Jason, 

1612
00:41:31,800 --> 00:41:32,433
This is Greg, 

1613
00:41:32,433 --> 00:41:34,833
the first one to me comes from somebody

1614
00:41:34,833 --> 00:41:36,033
who apologized first. 

1615
00:41:36,033 --> 00:41:37,433
Please no apologies. 

1616
00:41:37,433 --> 00:41:38,666
Every question is good. 

1617
00:41:38,666 --> 00:41:39,533
And it's "I'm sorry, 

1618
00:41:39,533 --> 00:41:42,100
but why again does ID.me need

1619
00:41:42,133 --> 00:41:43,733
my Social Security number?" 

1620
00:41:43,733 --> 00:41:45,266
And as you can imagine, 

1621
00:41:45,266 --> 00:41:47,166
most of, many of the questions 

1622
00:41:47,166 --> 00:41:49,433
we've gotten are "Why this" and "Why that?"

1623
00:41:49,433 --> 00:41:50,533
And this is a critically 

1624
00:41:50,533 --> 00:41:51,700
important question. 

1625
00:41:51,700 --> 00:41:53,333
And we want to make sure 

1626
00:41:53,333 --> 00:41:54,866
that everybody understands 

1627
00:41:54,866 --> 00:41:55,966
why it's important. 

1628
00:41:55,966 --> 00:41:57,433
Matt mentioned 

1629
00:41:57,433 --> 00:41:59,566
in his portion of the briefing 

1630
00:41:59,566 --> 00:42:01,600
that IAL2, Identity

1631
00:42:01,600 --> 00:42:03,500
Assurance Level 2, 

1632
00:42:03,500 --> 00:42:05,700
is what the agency determined

1633
00:42:05,700 --> 00:42:08,000
was the place that we needed to land.

1634
00:42:09,100 --> 00:42:11,000
For those of you that are practitioners 

1635
00:42:11,000 --> 00:42:11,966
on the Patent side, 

1636
00:42:11,966 --> 00:42:13,166
you'll know, and 

1637
00:42:13,166 --> 00:42:15,133
Matt mentioned this in his part, 

1638
00:42:15,133 --> 00:42:18,466
that IAL2, IAL2 is also part

1639
00:42:18,466 --> 00:42:20,600
of the Patent identity

1640
00:42:20,600 --> 00:42:22,233
verification program 

1641
00:42:22,233 --> 00:42:24,300
that they do through the paper process. 

1642
00:42:24,300 --> 00:42:25,366
That was really, 

1643
00:42:25,366 --> 00:42:27,066
like I said, where we needed to land. 

1644
00:42:27,066 --> 00:42:30,066
And in order for ID.me to do the work

1645
00:42:30,066 --> 00:42:31,133
that they need to do 

1646
00:42:31,133 --> 00:42:33,300
to fundamentally determine 

1647
00:42:33,300 --> 00:42:34,800
what your identity is, 

1648
00:42:34,800 --> 00:42:37,333
who you really say you are is true.

1649
00:42:37,900 --> 00:42:39,000
We needed to get that 

1650
00:42:39,000 --> 00:42:40,900
Social Security number information 

1651
00:42:40,900 --> 00:42:41,600
so that they could 

1652
00:42:41,600 --> 00:42:43,300
then go to the databases 

1653
00:42:43,300 --> 00:42:45,066
that they query and be able 

1654
00:42:45,066 --> 00:42:46,766
to validate and verify that. 

1655
00:42:46,766 --> 00:42:48,900
So it all gets down to IAL2.

1656
00:42:48,900 --> 00:42:50,766
It all gets down to the business model 

1657
00:42:50,766 --> 00:42:52,900
that ID.me uses 

1658
00:42:52,900 --> 00:42:54,933
to make sure that when the information

1659
00:42:54,933 --> 00:42:56,700
that comes back to the PTO, 

1660
00:42:56,700 --> 00:42:57,633
and remember, 

1661
00:42:57,633 --> 00:42:58,533
we're not getting 

1662
00:42:58,533 --> 00:43:00,166
your Social Security number, 

1663
00:43:00,166 --> 00:43:01,933
but when the information comes back 

1664
00:43:01,933 --> 00:43:03,900
as either a "Yes" or "No," 

1665
00:43:03,900 --> 00:43:05,866
then that information is derived 

1666
00:43:05,866 --> 00:43:07,500
from the use of your Social Security 

1667
00:43:07,500 --> 00:43:10,100
number. It is safe. It is secure.

1668
00:43:10,366 --> 00:43:11,600
And we're doing everything 

1669
00:43:11,600 --> 00:43:13,100
we possibly can in our, 

1670
00:43:13,100 --> 00:43:14,600
in our relationship 

1671
00:43:14,600 --> 00:43:16,233
and our collaboration with ID.me to

1672
00:43:17,233 --> 00:43:18,233
fully and totally 

1673
00:43:18,233 --> 00:43:20,466
protect your information. 

1674
00:43:20,800 --> 00:43:21,466
Thank you. Matt? 

1675
00:43:21,966 --> 00:43:24,133
You've got the next one, I think. 

1676
00:43:25,666 --> 00:43:26,433
-Yes. 

1677
00:43:26,500 --> 00:43:27,333
I think 

1678
00:43:27,666 --> 00:43:29,400
it's an easier question 

1679
00:43:29,400 --> 00:43:31,366
from my standpoint. 

1680
00:43:31,366 --> 00:43:32,666
"How will attorneys or support 

1681
00:43:32,666 --> 00:43:34,066
staff know if their ID 

1682
00:43:34,066 --> 00:43:35,500
was verified during 

1683
00:43:35,500 --> 00:43:37,900
a patent application process?" 

1684
00:43:37,900 --> 00:43:39,666
And this is this is a good one. 

1685
00:43:39,666 --> 00:43:41,033
It's come up a few times 

1686
00:43:41,033 --> 00:43:43,200
talking with patent practitioners. 

1687
00:43:43,200 --> 00:43:44,166
Many of them may have verified 

1688
00:43:44,166 --> 00:43:45,233
their identities 

1689
00:43:45,233 --> 00:43:46,166
a long time ago, 

1690
00:43:46,166 --> 00:43:48,366
even in the PKI certificate stage

1691
00:43:48,633 --> 00:43:50,100
and and forgotten that they did 

1692
00:43:50,100 --> 00:43:52,033
that. Or verified it 

1693
00:43:52,033 --> 00:43:54,066
a long time ago via a paper process.

1694
00:43:54,066 --> 00:43:57,566
But, you know, again, not 100% sure.

1695
00:43:58,933 --> 00:44:01,366
So if you have been verified,

1696
00:44:01,966 --> 00:44:03,166
you need to be verified 

1697
00:44:03,166 --> 00:44:04,200
on the patent side 

1698
00:44:04,200 --> 00:44:06,200
in order to do follow-on 

1699
00:44:06,200 --> 00:44:07,866
filings electronically, 

1700
00:44:07,866 --> 00:44:09,400
to have electronic access 

1701
00:44:09,400 --> 00:44:11,000
to anything beyond 

1702
00:44:11,000 --> 00:44:13,366
sort of the initial application

1703
00:44:13,366 --> 00:44:15,166
in EFS-Web and in Patent Center.

1704
00:44:16,266 --> 00:44:17,533
If you have access to the 

1705
00:44:17,533 --> 00:44:19,566
full range of actions that you can do, 

1706
00:44:19,566 --> 00:44:21,000
you've been verified. 

1707
00:44:21,000 --> 00:44:22,000
Another really easy 

1708
00:44:22,000 --> 00:44:23,766
way to go in and find out 

1709
00:44:23,766 --> 00:44:24,966
is to log into your, 

1710
00:44:24,966 --> 00:44:26,600
your USPTO.gov account 

1711
00:44:26,600 --> 00:44:29,066
at my.USPTO.gov.

1712
00:44:29,566 --> 00:44:32,233
And go to the account settings page. 

1713
00:44:32,233 --> 00:44:33,166
In the account settings, 

1714
00:44:33,166 --> 00:44:34,566
you'll see two things that let you know 

1715
00:44:34,566 --> 00:44:36,500
that your account has been verified. 

1716
00:44:36,500 --> 00:44:36,800
One. 

1717
00:44:36,800 --> 00:44:37,566
For many people, 

1718
00:44:37,566 --> 00:44:39,633
they will see a blue bubble at the top 

1719
00:44:39,633 --> 00:44:41,933
that says you're not going to be able

1720
00:44:41,933 --> 00:44:43,266
to change the name on this account. 

1721
00:44:43,266 --> 00:44:45,733
If you need to, please contact,

1722
00:44:46,500 --> 00:44:49,366
I think, UCC 

1723
00:44:49,366 --> 00:44:51,933
or or EBC to make that change,

1724
00:44:53,100 --> 00:44:53,666
but that you're not 

1725
00:44:53,666 --> 00:44:54,700
going to be able to do it 

1726
00:44:54,700 --> 00:44:55,700
in your account. 

1727
00:44:55,700 --> 00:44:56,833
And then when you look down 

1728
00:44:56,833 --> 00:44:57,566
at the name on the 

1729
00:44:57,566 --> 00:44:58,766
account, it's grayed out. 

1730
00:44:58,766 --> 00:45:00,300
It's unable to be changed. 

1731
00:45:00,300 --> 00:45:01,466
Grayed out names in 

1732
00:45:01,466 --> 00:45:02,733
USPTO.gov accounts 

1733
00:45:02,733 --> 00:45:04,166
means that they have been verified. 

1734
00:45:04,166 --> 00:45:04,633
That's the reason 

1735
00:45:04,633 --> 00:45:06,000
we don't allow them to be changed 

1736
00:45:06,000 --> 00:45:07,100
because obviously it

1737
00:45:07,100 --> 00:45:09,100
defeats the verification process. 

1738
00:45:09,100 --> 00:45:10,933
So that's the easiest way to tell. 

1739
00:45:10,933 --> 00:45:12,100
Look at your account, 

1740
00:45:12,100 --> 00:45:14,066
see if your name has been grayed out, 

1741
00:45:14,066 --> 00:45:15,400
and see if you have that warning 

1742
00:45:15,400 --> 00:45:16,666
that says you're 

1743
00:45:16,666 --> 00:45:17,933
going to have to contact someone else 

1744
00:45:17,933 --> 00:45:19,233
if you want to change this information.

1745
00:45:24,766 --> 00:45:25,366
I think, 

1746
00:45:25,933 --> 00:45:27,866
Greg, you might have the next one. 

1747
00:45:27,866 --> 00:45:29,566
-Yeah, I'm looking at this one now. 

1748
00:45:29,566 --> 00:45:30,633
Matt, thank you very much. 

1749
00:45:30,633 --> 00:45:31,900
And so the question is, 

1750
00:45:31,900 --> 00:45:32,433
and I'll read it 

1751
00:45:32,433 --> 00:45:34,166
verbatim. "Will individuals 

1752
00:45:34,166 --> 00:45:36,133
that are creating a new my, 

1753
00:45:36,133 --> 00:45:39,833
myUSPTO account after April 2022

1754
00:45:39,833 --> 00:45:41,600
be required to go 

1755
00:45:41,600 --> 00:45:42,433
through the identity 

1756
00:45:42,433 --> 00:45:43,566
verification process?" 

1757
00:45:43,566 --> 00:45:44,133
The answer, 

1758
00:45:44,133 --> 00:45:46,200
the simple answer to that is "No."

1759
00:45:46,566 --> 00:45:49,600
You can create an account on myUSPTO.

1760
00:45:49,866 --> 00:45:51,366
The place where you're going, 

1761
00:45:51,366 --> 00:45:53,233
you're going to then encounter, 

1762
00:45:53,233 --> 00:45:54,300
as Matt showed on 

1763
00:45:54,300 --> 00:45:56,333
the screen is, a few slides back,

1764
00:45:56,633 --> 00:45:58,366
is that once you go to either 

1765
00:45:58,366 --> 00:46:00,433
TEAS or TEASi, 

1766
00:46:00,433 --> 00:46:02,000
if you haven't verified

1767
00:46:02,000 --> 00:46:03,866
your identity at that stage, 

1768
00:46:03,866 --> 00:46:05,333
that's where that 

1769
00:46:05,333 --> 00:46:06,466
that's where that screen 

1770
00:46:06,466 --> 00:46:07,900
is going to meet you . Again, 

1771
00:46:07,900 --> 00:46:09,900
as Matt noted, up

1772
00:46:09,900 --> 00:46:11,733
until the 9th of April, 

1773
00:46:11,733 --> 00:46:14,366
if you are in myUSPTO,

1774
00:46:14,366 --> 00:46:16,500
you can click a button and bypass that.

1775
00:46:16,500 --> 00:46:17,866
But after the 9th of April, 

1776
00:46:17,866 --> 00:46:19,066
that is going to be the first thing 

1777
00:46:19,066 --> 00:46:19,533
that you're going to 

1778
00:46:19,533 --> 00:46:20,366
have to accomplish.

1779
00:46:21,600 --> 00:46:24,066
I hope that answered the question. 

1780
00:46:26,166 --> 00:46:28,800
-I see one here that, yeah, yeah,

1781
00:46:28,833 --> 00:46:29,466
I see one here that 

1782
00:46:29,466 --> 00:46:31,266
I think it's similar. 

1783
00:46:33,666 --> 00:46:35,333
Someone who's both a trademark owner 

1784
00:46:35,333 --> 00:46:37,966
and trademark attorney. 

1785
00:46:39,433 --> 00:46:41,066
"If I choose trademark attorney, will 

1786
00:46:41,066 --> 00:46:41,800
I still be able to 

1787
00:46:41,800 --> 00:46:43,266
submit forms for cases 

1788
00:46:43,266 --> 00:46:44,933
in which I'm the owner?" 

1789
00:46:44,933 --> 00:46:46,666
Yes. The short answer is "Yes." 

1790
00:46:46,666 --> 00:46:47,466
Trademark attorneys 

1791
00:46:47,466 --> 00:46:48,500
will be able to act 

1792
00:46:48,500 --> 00:46:51,466
as the owners of their own marks. 

1793
00:46:51,533 --> 00:46:53,833
We do want to just, you know, quickly 

1794
00:46:53,833 --> 00:46:56,900
draw a line here and say 

1795
00:46:57,466 --> 00:46:59,666
this is an ID verification step.

1796
00:47:00,133 --> 00:47:00,833
So we are actually 

1797
00:47:00,833 --> 00:47:03,333
asking you to select roles. 

1798
00:47:03,333 --> 00:47:05,400
But the primary goal of this step

1799
00:47:05,400 --> 00:47:07,033
is ID verification. 

1800
00:47:07,033 --> 00:47:08,600
And so please do 

1801
00:47:08,600 --> 00:47:10,533
keep in mind, as we said, 

1802
00:47:10,533 --> 00:47:12,233
I don't have the information 

1803
00:47:12,233 --> 00:47:13,033
to share with you, 

1804
00:47:13,033 --> 00:47:15,200
but we will be sharing information 

1805
00:47:15,200 --> 00:47:17,666
about policy and legal determinations

1806
00:47:18,166 --> 00:47:20,833
surrounding roles at a later date.

1807
00:47:21,066 --> 00:47:23,366
In fact, Bob, I don't know

1808
00:47:24,566 --> 00:47:25,933
if Bob is still on stand-by. 

1809
00:47:25,933 --> 00:47:27,300
Bob Lavache is a senior 

1810
00:47:27,300 --> 00:47:29,766
trademark legal policy advisor 

1811
00:47:29,766 --> 00:47:31,366
and he's currently in the midst 

1812
00:47:31,366 --> 00:47:32,966
of dealing with these issues 

1813
00:47:32,966 --> 00:47:35,566
and creating final guidance. 

1814
00:47:35,800 --> 00:47:36,700
-Yes, sure. 

1815
00:47:36,700 --> 00:47:38,066
Thanks, Matt. 

1816
00:47:38,266 --> 00:47:40,600
Yeah, just to address 

1817
00:47:40,633 --> 00:47:42,066
these issues generally, 

1818
00:47:42,066 --> 00:47:44,000
and I know we've got 

1819
00:47:44,066 --> 00:47:44,866
quite a few questions 

1820
00:47:44,866 --> 00:47:47,633
about it, understandably. 

1821
00:47:47,633 --> 00:47:50,200
We realize that the the roles here

1822
00:47:50,933 --> 00:47:52,800
dictate ultimately 

1823
00:47:52,800 --> 00:47:54,700
what users can do in the system 

1824
00:47:54,700 --> 00:47:56,000
when we fully implement 

1825
00:47:56,000 --> 00:47:57,833
our role-based access system. 

1826
00:47:57,833 --> 00:47:58,866
So it's understandable 

1827
00:47:58,866 --> 00:48:00,733
that everyone has questions about what 

1828
00:48:00,733 --> 00:48:02,300
in particular the roles mean 

1829
00:48:02,300 --> 00:48:03,966
and what they can do. 

1830
00:48:03,966 --> 00:48:06,300
We realize that we are, of course, 

1831
00:48:06,300 --> 00:48:07,633
working on those those 

1832
00:48:07,633 --> 00:48:10,900
issues as we speak. And we continue to

1833
00:48:12,000 --> 00:48:14,166
gather feedback from our stakeholders

1834
00:48:14,166 --> 00:48:15,366
about particular use 

1835
00:48:15,366 --> 00:48:16,533
cases and scenarios 

1836
00:48:16,533 --> 00:48:18,566
as we are working on that information.

1837
00:48:19,366 --> 00:48:20,333
And we'll do further 

1838
00:48:20,333 --> 00:48:21,800
outreach, particularly 

1839
00:48:21,800 --> 00:48:24,033
the webinar that Jason

1840
00:48:24,566 --> 00:48:25,966
mentioned earlier. 

1841
00:48:25,966 --> 00:48:27,733
That's where we will be able to answer 

1842
00:48:27,733 --> 00:48:28,966
many of these questions 

1843
00:48:28,966 --> 00:48:29,966
about the roles and what 

1844
00:48:29,966 --> 00:48:30,900
they, what they mean.

1845
00:48:34,666 --> 00:48:35,300
-All right. 

1846
00:48:35,300 --> 00:48:37,500
I think for now, the takeaway is just

1847
00:48:39,500 --> 00:48:41,633
the different roles in terms of ID

1848
00:48:41,633 --> 00:48:43,300
verification, what they do 

1849
00:48:43,300 --> 00:48:44,166
is they determine 

1850
00:48:44,166 --> 00:48:45,933
what forms of verification 

1851
00:48:45,933 --> 00:48:47,733
are available to you. 

1852
00:48:47,733 --> 00:48:51,333
So again, the owners and the attorneys

1853
00:48:51,666 --> 00:48:53,833
will have an electronic verification

1854
00:48:53,833 --> 00:48:55,233
option through ID.me 

1855
00:48:55,233 --> 00:48:57,866
or they can use the paper-based form. 

1856
00:48:57,866 --> 00:49:00,300
Support staff and paralegals, that role,

1857
00:49:00,600 --> 00:49:02,466
they will be sponsored. 

1858
00:49:02,466 --> 00:49:03,100
So that is really 

1859
00:49:03,100 --> 00:49:03,966
the primary difference 

1860
00:49:03,966 --> 00:49:06,366
at this point between these roles

1861
00:49:06,366 --> 00:49:08,900
for the purposes of ID verification.

1862
00:49:08,900 --> 00:49:09,466
And again, a lot 

1863
00:49:09,466 --> 00:49:11,766
more information is coming. 

1864
00:49:11,866 --> 00:49:14,533
We do apologize that we're

1865
00:49:15,266 --> 00:49:15,966
not going to be able 

1866
00:49:15,966 --> 00:49:17,566
to address everything in this, 

1867
00:49:17,566 --> 00:49:19,133
in this webinar. 

1868
00:49:25,900 --> 00:49:28,000
-I think I'll take one, Matt, here that

1869
00:49:29,066 --> 00:49:30,066
that just came in. 

1870
00:49:30,066 --> 00:49:32,133
It's, and this kind of again,

1871
00:49:32,433 --> 00:49:34,333
following along the same process, 

1872
00:49:34,333 --> 00:49:35,766
and I'll read it to you. "Will U.S. 

1873
00:49:35,766 --> 00:49:37,000
patent attorneys 

1874
00:49:37,000 --> 00:49:38,766
who already have a USPTO 

1875
00:49:38,766 --> 00:49:39,866
registration number 

1876
00:49:39,866 --> 00:49:41,300
for representation 

1877
00:49:41,300 --> 00:49:43,933
in patent matters before the USPTO

1878
00:49:44,200 --> 00:49:46,133
also need to verify 

1879
00:49:46,133 --> 00:49:47,666
their identities using ID.me? 

1880
00:49:47,666 --> 00:49:50,300
If I am verified with Private PAIR

1881
00:49:50,433 --> 00:49:51,800
by a sponsoring attorney, 

1882
00:49:51,800 --> 00:49:53,300
do I need to verify again 

1883
00:49:53,300 --> 00:49:54,766
or get sponsored again?" 

1884
00:49:54,766 --> 00:49:56,100
The simple answer is, 

1885
00:49:56,100 --> 00:49:58,433
if you're verified in the USPTO,

1886
00:49:58,733 --> 00:50:00,166
the Electronic Business Center 

1887
00:50:00,166 --> 00:50:01,333
that you'll have worked with 

1888
00:50:01,333 --> 00:50:02,566
in the, in the past

1889
00:50:02,566 --> 00:50:04,533
to be able to get that verification, 

1890
00:50:04,533 --> 00:50:06,200
we're going to have that information. 

1891
00:50:06,200 --> 00:50:07,333
Now what you may need. 

1892
00:50:07,333 --> 00:50:09,666
So the answer is "Yes, you won't." 

1893
00:50:09,666 --> 00:50:11,366
No, you will not have to verify 

1894
00:50:11,366 --> 00:50:12,433
your identity again. 

1895
00:50:12,433 --> 00:50:14,100
What you may have to do, 

1896
00:50:14,100 --> 00:50:15,500
though, is select 

1897
00:50:15,500 --> 00:50:18,300
a trademark filing role at that stage.

1898
00:50:18,733 --> 00:50:20,266
So you'll have to select that.

1899
00:50:22,633 --> 00:50:24,666
-And, you know, it for, again,

1900
00:50:25,133 --> 00:50:27,533
for those attorneys

1901
00:50:27,533 --> 00:50:29,833
and for the independent inventors, 

1902
00:50:29,833 --> 00:50:31,600
they've gone through the paper process 

1903
00:50:31,600 --> 00:50:32,966
or they've potentially gone 

1904
00:50:32,966 --> 00:50:34,000
through a different process, 

1905
00:50:34,000 --> 00:50:35,366
but generally they've gone 

1906
00:50:35,366 --> 00:50:36,666
through the paper process. 

1907
00:50:36,666 --> 00:50:37,366
They have verified 

1908
00:50:37,366 --> 00:50:40,266
their identities with the USPTO. 

1909
00:50:40,266 --> 00:50:43,333
We are unable to use the same exact

1910
00:50:43,333 --> 00:50:45,366
sponsorship system as Patents

1911
00:50:46,066 --> 00:50:47,200
because the basis 

1912
00:50:47,200 --> 00:50:48,866
for sponsorship is different. 

1913
00:50:48,866 --> 00:50:50,066
Unfortunately, there's 

1914
00:50:50,066 --> 00:50:50,933
a technical difference 

1915
00:50:50,933 --> 00:50:52,566
between the way that we're doing it. 

1916
00:50:52,566 --> 00:50:54,966
That doesn't allow us to automatically 

1917
00:50:54,966 --> 00:50:56,100
take all the sponsorships 

1918
00:50:56,100 --> 00:50:57,400
in, which are based on 

1919
00:50:57,400 --> 00:50:59,100
the Patent customer number, 

1920
00:50:59,100 --> 00:51:00,033
and move them over 

1921
00:51:00,033 --> 00:51:01,733
to the Trademark side. 

1922
00:51:01,733 --> 00:51:03,000
So those sponsorships 

1923
00:51:03,000 --> 00:51:05,033
will need to be redone

1924
00:51:05,033 --> 00:51:07,333
through the sponsorship tool. 

1925
00:51:07,333 --> 00:51:09,666
Hopefully, it is not a painful process.

1926
00:51:10,066 --> 00:51:11,333
Once you have the emails of those 

1927
00:51:11,333 --> 00:51:13,033
you need to sponsor, 

1928
00:51:13,033 --> 00:51:14,133
it should only be a minute.

1929
00:51:18,066 --> 00:51:19,000
Now I will take, I'll 

1930
00:51:19,000 --> 00:51:21,366
take this next one here. 

1931
00:51:23,466 --> 00:51:24,533
"So where will the 

1932
00:51:24,533 --> 00:51:26,700
option to use the ID verification?" 

1933
00:51:26,700 --> 00:51:28,133
Sorry, this is a paraphrase. 

1934
00:51:28,133 --> 00:51:29,533
"Where will the option to use the ID 

1935
00:51:29,533 --> 00:51:30,700
verification process 

1936
00:51:30,700 --> 00:51:32,300
show up in myUSPTO? 

1937
00:51:32,300 --> 00:51:34,433
And can I see it now?"

1938
00:51:35,200 --> 00:51:36,000
I'm going to read, 

1939
00:51:36,000 --> 00:51:37,100
I'm going to read the actual question. 

1940
00:51:37,100 --> 00:51:38,400
"How the heck do I get to the ID 

1941
00:51:38,400 --> 00:51:42,200
verification options page you show?" 

1942
00:51:42,800 --> 00:51:43,566
So 

1943
00:51:43,566 --> 00:51:46,466
the options page is not available yet.

1944
00:51:47,033 --> 00:51:48,966
It will become available, 

1945
00:51:48,966 --> 00:51:50,266
again, about 8:00 a.m. 

1946
00:51:50,266 --> 00:51:53,900
on January 8th, 2022. 

1947
00:51:54,166 --> 00:51:55,600
There may be a few minutes 

1948
00:51:55,600 --> 00:51:57,300
plus or minus, 

1949
00:51:57,300 --> 00:51:58,800
depending on on the rollout. 

1950
00:51:58,800 --> 00:52:00,233
It's going to be a switch-over. 

1951
00:52:00,233 --> 00:52:01,200
It's not going to be, if 

1952
00:52:01,200 --> 00:52:03,433
if you're familiar with TEAS or TEASi 

1953
00:52:03,433 --> 00:52:04,166
and you are familiar 

1954
00:52:04,166 --> 00:52:05,633
with those deployments, 

1955
00:52:05,633 --> 00:52:06,766
this is not going to be part 

1956
00:52:06,766 --> 00:52:07,733
of a deployment. 

1957
00:52:07,733 --> 00:52:09,533
So, um, 

1958
00:52:09,533 --> 00:52:11,300
are your saved forms going to work 

1959
00:52:11,300 --> 00:52:12,966
before January 8th and after? 

1960
00:52:12,966 --> 00:52:14,166
Yes, they will. 

1961
00:52:14,166 --> 00:52:16,433
We are not changing TEAS itself.

1962
00:52:17,333 --> 00:52:19,366
So the saved forms 

1963
00:52:19,366 --> 00:52:20,866
will still be able to be used 

1964
00:52:20,866 --> 00:52:22,100
provided you're within the other 

1965
00:52:22,100 --> 00:52:23,233
signature requirements. So,

1966
00:52:24,866 --> 00:52:27,400
so it's not a full TEAS deployment.

1967
00:52:27,400 --> 00:52:28,266
It's going to get turned 

1968
00:52:28,266 --> 00:52:30,600
on, essentially, at about 8:00 a.m..

1969
00:52:32,166 --> 00:52:34,866
We will actually have also. 

1970
00:52:34,866 --> 00:52:35,833
You will be intercepted 

1971
00:52:35,833 --> 00:52:37,866
if you try to access a TEAS link 

1972
00:52:37,866 --> 00:52:39,300
and it will happen every time 

1973
00:52:39,300 --> 00:52:40,733
and you can skip it. 

1974
00:52:40,733 --> 00:52:42,566
You also will be able to go through 

1975
00:52:42,566 --> 00:52:43,566
without choosing a TEAS 

1976
00:52:43,566 --> 00:52:45,566
link directly to the ID 

1977
00:52:45,566 --> 00:52:47,133
verification page. 

1978
00:52:47,133 --> 00:52:48,566
However, we typically don't 

1979
00:52:48,566 --> 00:52:51,066
recommend this because 

1980
00:52:51,733 --> 00:52:53,166
when you click on a TEAS link, you've 

1981
00:52:53,166 --> 00:52:55,866
demonstrated a need to be ID verified.

1982
00:52:56,666 --> 00:52:59,200
For others, there may not be a need. 

1983
00:52:59,200 --> 00:53:00,900
So we will have both ways in, right. 

1984
00:53:00,900 --> 00:53:01,666
If you know you don't need 

1985
00:53:01,666 --> 00:53:02,600
to file right away, 

1986
00:53:02,600 --> 00:53:03,200
but you want to get 

1987
00:53:03,200 --> 00:53:04,566
the verification done, 

1988
00:53:04,566 --> 00:53:05,733
you'll be able to do that 

1989
00:53:05,733 --> 00:53:07,266
starting on the 8th 

1990
00:53:07,266 --> 00:53:08,333
using a link 

1991
00:53:08,333 --> 00:53:09,166
and you don't have to click 

1992
00:53:09,166 --> 00:53:10,133
through a TEAS form. 

1993
00:53:10,133 --> 00:53:11,600
But for most people 

1994
00:53:11,600 --> 00:53:12,933
who are practitioners doing work 

1995
00:53:12,933 --> 00:53:14,466
and clicking on the forms, 

1996
00:53:14,466 --> 00:53:15,566
it's going to come up every time.

1997
00:53:20,033 --> 00:53:21,533
-OK. 

1998
00:53:21,700 --> 00:53:24,233
Very similar to that question is,

1999
00:53:24,233 --> 00:53:25,200
"When will the paper 

2000
00:53:25,200 --> 00:53:26,533
verification form 

2001
00:53:26,533 --> 00:53:29,100
be available for download?" 

2002
00:53:29,100 --> 00:53:32,000
And, as we noted, when the,

2003
00:53:32,333 --> 00:53:34,433
when we go live on the 8th of,

2004
00:53:34,733 --> 00:53:36,433
or the 9th of April. I'm sorry. 

2005
00:53:36,433 --> 00:53:37,833
8th of January 

2006
00:53:37,833 --> 00:53:40,400
at about 8:00 in the morning, 

2007
00:53:40,400 --> 00:53:42,200
that form will then be available. 

2008
00:53:42,200 --> 00:53:44,400
And, Matt, if you remember

2009
00:53:44,400 --> 00:53:46,333
from Matt's presentation, 

2010
00:53:46,333 --> 00:53:48,366
there was a little tab at the very top

2011
00:53:48,566 --> 00:53:49,433
that you would click 

2012
00:53:49,433 --> 00:53:50,266
that would take you to 

2013
00:53:50,266 --> 00:53:51,700
a different page. 

2014
00:53:55,633 --> 00:53:58,866
And those why [unintelligible] 

2015
00:53:59,466 --> 00:54:01,366
-Following, I think I'll do that, 

2016
00:54:01,366 --> 00:54:02,466
I'll handle that next one, 

2017
00:54:02,466 --> 00:54:04,733
because I think this follows right on. 

2018
00:54:04,733 --> 00:54:06,300
"Where will the paper verification 

2019
00:54:06,300 --> 00:54:08,166
form be available to download 

2020
00:54:08,166 --> 00:54:10,233
and when will it be available?" Again,

2021
00:54:10,233 --> 00:54:13,200
January 8th is the magic date. 

2022
00:54:14,366 --> 00:54:15,600
The form is going to be 

2023
00:54:15,600 --> 00:54:17,533
available to download 

2024
00:54:17,533 --> 00:54:19,466
through two different places. 

2025
00:54:19,466 --> 00:54:19,866
One. 

2026
00:54:19,866 --> 00:54:22,600
We'll have a link on the ID

2027
00:54:22,600 --> 00:54:24,733
verification information page, 

2028
00:54:24,733 --> 00:54:26,433
the main page on the 

2029
00:54:26,433 --> 00:54:27,466
USPTO.gov website 

2030
00:54:27,466 --> 00:54:29,133
where you go for information about 

2031
00:54:29,133 --> 00:54:31,466
this. We'll have a link there. And also

2032
00:54:31,933 --> 00:54:32,966
there will be a

2033
00:54:34,500 --> 00:54:34,600
tab. 

2034
00:54:34,600 --> 00:54:36,066
I'm going to try. 

2035
00:54:37,266 --> 00:54:38,233
I probably shouldn't 

2036
00:54:38,233 --> 00:54:40,566
try to try to do this live. 

2037
00:54:40,566 --> 00:54:41,466
Um. 

2038
00:54:42,366 --> 00:54:42,966
Trying to remember what 

2039
00:54:42,966 --> 00:54:45,000
slide it's on here. 

2040
00:54:47,600 --> 00:54:48,166
No. I apologize.

2041
00:54:50,266 --> 00:54:53,466
I want to show you where it is. 

2042
00:54:54,066 --> 00:54:55,033
OK. 

2043
00:54:55,200 --> 00:54:56,000
I shouldn't have done that 

2044
00:54:56,000 --> 00:54:58,133
because I don't think I can find it

2045
00:54:58,133 --> 00:55:00,233
right off the top of my head. 

2046
00:55:05,166 --> 00:55:06,466
There's a, within 

2047
00:55:06,466 --> 00:55:08,933
the. Oh, it's in the video. 

2048
00:55:08,933 --> 00:55:10,466
Within the the ID 

2049
00:55:10,466 --> 00:55:11,800
verification landing page, 

2050
00:55:11,800 --> 00:55:13,000
when you're sort of intercepted 

2051
00:55:13,000 --> 00:55:14,600
by that and asked to choose a role, 

2052
00:55:14,600 --> 00:55:15,933
it's in a tabbed window. 

2053
00:55:15,933 --> 00:55:17,666
And the other tab is paper 

2054
00:55:17,666 --> 00:55:19,166
verification options. 

2055
00:55:19,166 --> 00:55:22,000
So there will also be a link there. 

2056
00:55:27,533 --> 00:55:29,733
And oh, and let me 

2057
00:55:29,733 --> 00:55:32,433
follow up, because I think. 

2058
00:55:34,466 --> 00:55:37,666
This is also related. 

2059
00:55:38,500 --> 00:55:41,900
The question is essentially. 

2060
00:55:41,900 --> 00:55:42,866
Um, 

2061
00:55:44,766 --> 00:55:45,700
"Are all the existing 

2062
00:55:45,700 --> 00:55:46,533
trademark owners 

2063
00:55:46,533 --> 00:55:47,400
going to have to go back 

2064
00:55:47,400 --> 00:55:48,766
and verify their identities 

2065
00:55:48,766 --> 00:55:50,333
or is it only does it only apply 

2066
00:55:50,333 --> 00:55:51,866
to new applications 

2067
00:55:51,866 --> 00:55:53,466
and people who have not yet 

2068
00:55:53,466 --> 00:55:55,800
been granted trademarks?" Um.

2069
00:55:57,500 --> 00:55:59,233
And people are talking about 

2070
00:55:59,233 --> 00:56:00,666
ownership changing things. 

2071
00:56:00,666 --> 00:56:01,633
This is, think of this 

2072
00:56:01,633 --> 00:56:03,366
as access to TEAS. 

2073
00:56:03,366 --> 00:56:05,333
If you need to file something, 

2074
00:56:05,333 --> 00:56:06,800
you need to log in with your 

2075
00:56:06,800 --> 00:56:07,633
USPTO.gov account, 

2076
00:56:07,633 --> 00:56:08,500
and that's been a requirement 

2077
00:56:08,500 --> 00:56:10,866
for since October 26, 2019.

2078
00:56:12,666 --> 00:56:14,466
Now that you've logged in, 

2079
00:56:14,466 --> 00:56:15,366
that account is going 

2080
00:56:15,366 --> 00:56:16,700
to need to be verified in order 

2081
00:56:16,700 --> 00:56:18,333
to do what you want to do. 

2082
00:56:18,333 --> 00:56:19,100
If you need to access 

2083
00:56:19,100 --> 00:56:20,866
that TEAS form to file it, 

2084
00:56:20,866 --> 00:56:23,100
you'll need to verify your identity. 

2085
00:56:23,100 --> 00:56:24,833
What we're really trying to do 

2086
00:56:24,833 --> 00:56:25,600
is make sure that 

2087
00:56:25,600 --> 00:56:26,966
when someone takes an action, 

2088
00:56:26,966 --> 00:56:29,733
we know who it is with certainty

2089
00:56:30,400 --> 00:56:32,433
and that is the goal here. 

2090
00:56:32,433 --> 00:56:35,400
So owners do not need to take action

2091
00:56:35,866 --> 00:56:37,000
to verify their identities 

2092
00:56:37,000 --> 00:56:38,233
if they don't need to take action 

2093
00:56:38,233 --> 00:56:39,800
with respect to a filing. 

2094
00:56:39,800 --> 00:56:42,366
But if they do want to interact

2095
00:56:42,366 --> 00:56:45,333
with the USPTO the, the USPTO database

2096
00:56:45,566 --> 00:56:47,333
to make changes to records 

2097
00:56:47,333 --> 00:56:48,633
or to file things, 

2098
00:56:48,633 --> 00:56:49,033
they will need to 

2099
00:56:49,033 --> 00:56:50,066
verify their identities.

2100
00:56:54,900 --> 00:56:56,166
-So speaking of verifying 

2101
00:56:56,166 --> 00:56:56,966
identities, here's 

2102
00:56:56,966 --> 00:56:58,066
an interesting question. 

2103
00:56:58,066 --> 00:57:00,300
"Is it possible to have different

2104
00:57:00,300 --> 00:57:02,966
verified identities, say one for work

2105
00:57:03,533 --> 00:57:05,566
and one for personal purposes?"

2106
00:57:05,566 --> 00:57:06,433
We're trying to figure out 

2107
00:57:06,433 --> 00:57:07,633
exactly what they mean, 

2108
00:57:07,633 --> 00:57:08,700
but the short answer to 

2109
00:57:08,700 --> 00:57:09,900
that question is "No."

2110
00:57:09,900 --> 00:57:10,766
You're only going 

2111
00:57:10,766 --> 00:57:12,933
to have one identity to put

2112
00:57:12,933 --> 00:57:16,200
before the USPTO. 

2113
00:57:20,900 --> 00:57:22,500
-And and 

2114
00:57:22,900 --> 00:57:23,600
you'll only be able 

2115
00:57:23,600 --> 00:57:25,200
to have one account for use with us. 

2116
00:57:25,200 --> 00:57:27,433
And also ID.me does not allow

2117
00:57:27,433 --> 00:57:29,300
duplicate accounts. 

2118
00:57:29,333 --> 00:57:31,533
So, you know, it's not like

2119
00:57:31,533 --> 00:57:33,000
you would be able to go 

2120
00:57:33,000 --> 00:57:33,866
and tie different 

2121
00:57:33,866 --> 00:57:35,266
USPTO.gov accounts 

2122
00:57:35,266 --> 00:57:36,300
to the same identity 

2123
00:57:36,300 --> 00:57:38,300
or create new, different identities. 

2124
00:57:38,300 --> 00:57:39,333
It's going to be a one- 

2125
00:57:39,333 --> 00:57:41,300
to-one relationship. 

2126
00:57:41,300 --> 00:57:43,166
That identity that you set up in ID.me 

2127
00:57:43,166 --> 00:57:44,366
is for one person 

2128
00:57:44,366 --> 00:57:45,566
and it's going to correspond 

2129
00:57:45,566 --> 00:57:47,100
to one USPTO.gov account.

2130
00:57:48,833 --> 00:57:48,933
 

2131
00:57:48,933 --> 00:57:49,833
It looks like we've gotten 

2132
00:57:49,833 --> 00:57:51,033
this one several times, 

2133
00:57:51,033 --> 00:57:53,333
and I'm I'm paraphrasing it here.

2134
00:57:54,166 --> 00:57:55,266
"I'm a paralegal who works 

2135
00:57:55,266 --> 00:57:57,466
with several attorneys at my firm. 

2136
00:57:57,466 --> 00:57:58,866
If one of them sponsors me, 

2137
00:57:58,866 --> 00:57:59,633
is it sufficient 

2138
00:57:59,633 --> 00:58:01,300
for all filings that I submit 

2139
00:58:01,300 --> 00:58:02,866
on behalf of each of them? 

2140
00:58:02,866 --> 00:58:03,700
Or will each of them 

2141
00:58:03,700 --> 00:58:05,966
need to sponsor me?" 

2142
00:58:06,100 --> 00:58:08,200
So the answer is, um, 

2143
00:58:08,200 --> 00:58:08,933
one attorney 

2144
00:58:08,933 --> 00:58:10,800
sponsorship is sufficient. 

2145
00:58:10,800 --> 00:58:12,866
However, if that sponsorship goes away,

2146
00:58:13,166 --> 00:58:16,700
uh, expectedly or unexpectedly, 

2147
00:58:16,700 --> 00:58:19,133
that the,

2148
00:58:19,133 --> 00:58:20,866
you cannot automatically restore it. 

2149
00:58:20,866 --> 00:58:21,500
So you're going to 

2150
00:58:21,500 --> 00:58:23,000
need to go to another attorney 

2151
00:58:23,000 --> 00:58:25,400
and ask them to sponsor you. 

2152
00:58:25,400 --> 00:58:26,366
Generally, you know, 

2153
00:58:26,366 --> 00:58:27,166
you're not going to able to do it 

2154
00:58:27,166 --> 00:58:27,766
through the system. 

2155
00:58:27,766 --> 00:58:28,333
You'll have to ask them in 

2156
00:58:28,333 --> 00:58:30,233
person or via email. 

2157
00:58:30,233 --> 00:58:31,800
And that might interrupt a workflow. 

2158
00:58:31,800 --> 00:58:32,500
So in general, 

2159
00:58:32,500 --> 00:58:34,766
I would suggest that, um,

2160
00:58:35,333 --> 00:58:36,800
all attorneys who are,

2161
00:58:38,866 --> 00:58:39,866
have work that a 

2162
00:58:39,866 --> 00:58:40,733
specific paralegal 

2163
00:58:40,733 --> 00:58:42,200
or support staff is doing 

2164
00:58:42,200 --> 00:58:43,733
would sponsor them. 

2165
00:58:43,733 --> 00:58:44,433
And the other reason 

2166
00:58:44,433 --> 00:58:46,166
for this is during this 

2167
00:58:46,166 --> 00:58:47,433
particular phase, 

2168
00:58:47,433 --> 00:58:49,466
beginning on January 8th

2169
00:58:49,466 --> 00:58:51,900
and becoming mandatory on April 9th, 

2170
00:58:51,900 --> 00:58:53,833
during this phase, 

2171
00:58:54,000 --> 00:58:54,900
it won't really affect 

2172
00:58:54,900 --> 00:58:56,666
your access to TEAS. 

2173
00:58:56,666 --> 00:58:58,066
But later on, 

2174
00:58:58,066 --> 00:58:59,300
when we have more granular 

2175
00:58:59,300 --> 00:59:00,566
controls, 

2176
00:59:00,566 --> 00:59:01,333
attorneys may have 

2177
00:59:01,333 --> 00:59:04,066
the option to say, um, you know,

2178
00:59:04,100 --> 00:59:06,400
"I only want paralegals

2179
00:59:06,400 --> 00:59:07,200
that I'm sponsoring 

2180
00:59:07,200 --> 00:59:08,600
to work on my matters." 

2181
00:59:08,600 --> 00:59:10,133
If you're not one of those paralegals, 

2182
00:59:10,133 --> 00:59:12,300
then at that point you wouldn't be in. 

2183
00:59:12,300 --> 00:59:13,600
So in general, 

2184
00:59:13,600 --> 00:59:15,100
it is possible for one attorney 

2185
00:59:15,100 --> 00:59:16,533
to sponsor a paralegal 

2186
00:59:16,533 --> 00:59:17,300
and for that paralegal 

2187
00:59:17,300 --> 00:59:19,300
to do all their necessary work. 

2188
00:59:19,300 --> 00:59:21,533
However, if if that sponsorship

2189
00:59:21,533 --> 00:59:22,966
were to be lost, then the attorney, 

2190
00:59:22,966 --> 00:59:23,800
the support staff 

2191
00:59:23,800 --> 00:59:25,333
would be unable to work 

2192
00:59:25,333 --> 00:59:26,233
until it was restored.

2193
00:59:37,866 --> 00:59:41,133
Let me actually take, I see one here. 

2194
00:59:41,133 --> 00:59:42,600
"Can I verify myself 

2195
00:59:42,600 --> 00:59:45,266
if I'm located abroad?" 

2196
00:59:45,266 --> 00:59:47,933
Um. So we had

2197
00:59:49,433 --> 00:59:50,833
a question about 

2198
00:59:50,833 --> 00:59:52,833
ID.me's availability. 

2199
00:59:53,533 --> 00:59:54,600
In general, yes, 

2200
00:59:54,600 --> 00:59:56,233
you will be able to use ID.me 

2201
00:59:56,233 --> 00:59:57,800
if you are located abroad. 

2202
00:59:57,800 --> 01:00:01,966
ID.me works in well over 100 countries and

2203
01:00:02,966 --> 01:00:04,400
accepts 

2204
01:00:04,733 --> 01:00:07,166
documents from 180

2205
01:00:07,166 --> 01:00:08,866
something countries. 

2206
01:00:09,133 --> 01:00:12,233
So if you have those documents

2207
01:00:12,533 --> 01:00:14,033
and you live in that country, 

2208
01:00:14,033 --> 01:00:16,233
then you can verify yourself.

2209
01:00:16,766 --> 01:00:19,366
We do have something that we have uh.

2210
01:00:21,366 --> 01:00:23,800
ID.me USPTO FAQs that are on their website

2211
01:00:23,800 --> 01:00:25,133
that we link to. 

2212
01:00:25,133 --> 01:00:26,266
And one of the FAQs 

2213
01:00:26,266 --> 01:00:27,166
that we've put up there 

2214
01:00:27,166 --> 01:00:28,866
is explaining a little more 

2215
01:00:28,866 --> 01:00:31,433
about that international process.

2216
01:00:32,400 --> 01:00:34,500
If it so happens that you are blocked.

2217
01:00:34,566 --> 01:00:35,566
For example, 

2218
01:00:35,566 --> 01:00:36,366
if you're if your 

2219
01:00:36,366 --> 01:00:37,233
government does not allow 

2220
01:00:37,233 --> 01:00:39,166
you access to certain websites, 

2221
01:00:39,166 --> 01:00:41,100
then you will not be able to use ID.me.

2222
01:00:42,633 --> 01:00:43,600
But provided that you 

2223
01:00:43,600 --> 01:00:45,200
are able to use ID.me 

2224
01:00:45,200 --> 01:00:46,633
and you are not 

2225
01:00:46,800 --> 01:00:48,966
geo-restricted or using a VPN that

2226
01:00:49,900 --> 01:00:50,666
has been flagged 

2227
01:00:50,666 --> 01:00:51,766
for suspicious behavior 

2228
01:00:51,766 --> 01:00:53,266
or something like that, 

2229
01:00:53,733 --> 01:00:57,133
most of our international owners

2230
01:00:57,466 --> 01:00:59,000
and attorneys are going to be able 

2231
01:00:59,000 --> 01:01:00,366
to verify themselves 

2232
01:01:00,366 --> 01:01:02,100
using that process. 

2233
01:01:05,533 --> 01:01:07,466
-So, Matt, I jumped way ahead 

2234
01:01:07,466 --> 01:01:08,933
on the list of questions, 

2235
01:01:08,933 --> 01:01:11,433
and I found one that is very near

2236
01:01:11,433 --> 01:01:12,333
and dear to my heart 

2237
01:01:12,333 --> 01:01:14,366
because it happened to me, actually.

2238
01:01:14,933 --> 01:01:17,066
Uh, as as Jason mentioned,

2239
01:01:17,066 --> 01:01:18,466
I served for a number of years 

2240
01:01:18,466 --> 01:01:19,200
in the Air Force, 

2241
01:01:19,200 --> 01:01:21,266
and so I had an ID.me account

2242
01:01:21,733 --> 01:01:23,500
with the Veterans Administration. 

2243
01:01:23,500 --> 01:01:26,500
And when I, as part of our

2244
01:01:26,766 --> 01:01:29,600
beta testing process at the USPTO,

2245
01:01:30,366 --> 01:01:32,866
tried to open a an ID.me

2246
01:01:32,866 --> 01:01:34,900
account for us,

2247
01:01:35,633 --> 01:01:37,166
I was. Immediately 

2248
01:01:37,166 --> 01:01:38,466
as I began the process, 

2249
01:01:38,466 --> 01:01:40,600
I got a note back from the ID system

2250
01:01:40,600 --> 01:01:42,366
saying, "You've already been approved."

2251
01:01:42,366 --> 01:01:43,533
So for those of you 

2252
01:01:43,533 --> 01:01:44,866
that have an active account 

2253
01:01:44,866 --> 01:01:46,000
through the IRS or 

2254
01:01:46,000 --> 01:01:47,400
the Social Security number, 

2255
01:01:47,400 --> 01:01:49,066
the Social Security Administration 

2256
01:01:49,066 --> 01:01:50,133
or the VA, 

2257
01:01:50,133 --> 01:01:52,600
I anticipate that the same situation

2258
01:01:52,833 --> 01:01:54,633
will occur when you try to log in.

2259
01:01:56,200 --> 01:01:57,466
Which is nice. 

2260
01:02:02,100 --> 01:02:04,066
-We had a lot of questions 

2261
01:02:04,066 --> 01:02:06,366
about the credit check. 

2262
01:02:06,366 --> 01:02:06,833
Um, 

2263
01:02:08,533 --> 01:02:11,100
so I will paraphrase again.

2264
01:02:11,100 --> 01:02:12,266
"I have a freeze on my credit 

2265
01:02:12,266 --> 01:02:13,300
which prevents the opening 

2266
01:02:13,300 --> 01:02:14,666
of new credit lines 

2267
01:02:14,666 --> 01:02:16,433
and, I believe, credit checks.

2268
01:02:16,433 --> 01:02:17,233
Do you know, with the soft 

2269
01:02:17,233 --> 01:02:19,133
credit check, if ID.me will still work? 

2270
01:02:19,133 --> 01:02:20,433
Or do I need to unfreeze 

2271
01:02:20,433 --> 01:02:22,500
my credit accounts?" 

2272
01:02:23,366 --> 01:02:24,800
We will make sure that we put 

2273
01:02:24,800 --> 01:02:26,366
authoritative information 

2274
01:02:26,366 --> 01:02:28,033
on our website if possible. 

2275
01:02:28,033 --> 01:02:30,233
I believe that a credit

2276
01:02:30,233 --> 01:02:32,400
freeze will impair the ability of ID.me

2277
01:02:32,500 --> 01:02:34,833
to work because the soft credit check 

2278
01:02:34,833 --> 01:02:38,033
is is the part where they, sort of,

2279
01:02:38,033 --> 01:02:40,066
the impartial arbiter

2280
01:02:40,066 --> 01:02:41,700
of a database of information 

2281
01:02:41,700 --> 01:02:43,566
they can triangulate against. 

2282
01:02:43,566 --> 01:02:44,700
So. 

2283
01:02:45,100 --> 01:02:47,233
If you have your credit freeze 

2284
01:02:47,233 --> 01:02:48,933
or even in some cases, 

2285
01:02:48,933 --> 01:02:51,133
if you have absolutely no credit, 

2286
01:02:51,133 --> 01:02:52,966
that might not work. 

2287
01:02:52,966 --> 01:02:54,200
So I think in most of those cases, 

2288
01:02:54,200 --> 01:02:55,433
you are going to need to go 

2289
01:02:55,433 --> 01:02:57,600
to a trusted referee session

2290
01:02:58,166 --> 01:03:00,266
and and conduct that in person. 

2291
01:03:00,266 --> 01:03:01,933
Upload your documents, set 

2292
01:03:01,933 --> 01:03:04,233
a schedule when you want to do the call,

2293
01:03:04,766 --> 01:03:06,700
and then go over those in-person.

2294
01:03:11,466 --> 01:03:12,500
Hopefully that, there are 

2295
01:03:12,500 --> 01:03:13,366
a lot on that, so 

2296
01:03:13,366 --> 01:03:14,933
hopefully I've answered 

2297
01:03:15,200 --> 01:03:16,266
most of them. 

2298
01:03:19,566 --> 01:03:20,566
-So, Matt, here was one 

2299
01:03:20,566 --> 01:03:22,133
that said, that we got. 

2300
01:03:22,133 --> 01:03:24,733
"How do I confirm that I need to or not?

2301
01:03:25,000 --> 01:03:26,200
Or am I not required 

2302
01:03:26,200 --> 01:03:28,233
to conduct the verification process?"

2303
01:03:29,266 --> 01:03:31,200
It's simple. If you're going to 

2304
01:03:31,200 --> 01:03:32,400
file an application 

2305
01:03:32,400 --> 01:03:34,433
through TEAS or TEASi, 

2306
01:03:34,433 --> 01:03:36,300
as Matt said, you will be intercepted 

2307
01:03:36,300 --> 01:03:38,766
and at that point you will have to do it. 

2308
01:03:43,166 --> 01:03:44,100
-Here's a question 

2309
01:03:44,100 --> 01:03:45,833
that I'm I'm going to answer 

2310
01:03:45,833 --> 01:03:47,466
with more information than they asked 

2311
01:03:47,466 --> 01:03:48,266
because I 

2312
01:03:48,266 --> 01:03:50,700
would like to bring it up here. 

2313
01:03:52,166 --> 01:03:53,600
It says, "Can the ID.me account 

2314
01:03:53,600 --> 01:03:55,000
have a different email address 

2315
01:03:55,000 --> 01:03:56,700
than your myUSPTO account?" 

2316
01:03:56,700 --> 01:03:57,766
Yes, it can. 

2317
01:03:57,766 --> 01:03:58,966
They are separate accounts. 

2318
01:03:58,966 --> 01:04:00,166
They are not linked to one 

2319
01:04:00,166 --> 01:04:02,200
another directly 

2320
01:04:02,200 --> 01:04:03,633
through account information,

2321
01:04:04,866 --> 01:04:06,700
through through username or 

2322
01:04:06,700 --> 01:04:07,700
email or password 

2323
01:04:07,700 --> 01:04:08,866
or anything like that. 

2324
01:04:08,866 --> 01:04:10,433
So a USPTO.gov account 

2325
01:04:10,433 --> 01:04:12,466
is separate from an

2326
01:04:12,466 --> 01:04:12,933
ID.me account. 

2327
01:04:12,933 --> 01:04:15,866
So you can set it up as you want. 

2328
01:04:16,066 --> 01:04:17,466
Please do keep in mind that ID 

2329
01:04:17,466 --> 01:04:20,733
verification will make your myUSPTO

2330
01:04:21,300 --> 01:04:22,933
information

2331
01:04:23,033 --> 01:04:24,833
more important to keep up to date. 

2332
01:04:24,833 --> 01:04:26,166
So in your USPTO.gov 

2333
01:04:26,166 --> 01:04:27,033
account, 

2334
01:04:27,033 --> 01:04:30,000
you have room for a primary email

2335
01:04:30,000 --> 01:04:31,566
and a secondary email. 

2336
01:04:31,566 --> 01:04:32,766
If your primary email 

2337
01:04:32,766 --> 01:04:34,400
is your workplace, 

2338
01:04:34,400 --> 01:04:35,500
please make sure that you have 

2339
01:04:35,500 --> 01:04:37,500
a secondary email in there

2340
01:04:37,500 --> 01:04:39,166
that is your personal email 

2341
01:04:39,166 --> 01:04:41,500
in your USPTO.gov account. 

2342
01:04:41,500 --> 01:04:43,800
So if you change workplaces,

2343
01:04:44,466 --> 01:04:47,166
again, voluntarily or involuntarily, 

2344
01:04:47,166 --> 01:04:48,100
you will need to be able 

2345
01:04:48,100 --> 01:04:50,533
to have access to your 

2346
01:04:50,533 --> 01:04:51,966
USPTO.gov account 

2347
01:04:51,966 --> 01:04:54,366
because you'll need to log in to verify

2348
01:04:54,433 --> 01:04:57,000
with with the two-factor authentication. 

2349
01:04:57,000 --> 01:04:58,100
If you're having your two-factor 

2350
01:04:58,100 --> 01:04:59,333
authentication code 

2351
01:04:59,333 --> 01:05:01,200
sent to your old email address, 

2352
01:05:01,200 --> 01:05:02,500
you will be unable to complete it. 

2353
01:05:02,500 --> 01:05:03,300
And you'll be unable 

2354
01:05:03,300 --> 01:05:04,300
to access your account 

2355
01:05:04,300 --> 01:05:06,166
and you'll be unable to file. 

2356
01:05:06,166 --> 01:05:07,866
So please do make sure, 

2357
01:05:07,866 --> 01:05:08,500
and we're going to put 

2358
01:05:08,500 --> 01:05:09,300
this on our website 

2359
01:05:09,300 --> 01:05:10,366
as a reminder, 

2360
01:05:10,366 --> 01:05:11,500
make sure to have 

2361
01:05:11,500 --> 01:05:13,300
a personal email account available 

2362
01:05:13,300 --> 01:05:15,000
as the secondary email address 

2363
01:05:15,000 --> 01:05:17,166
in your USPTO.gov account. 

2364
01:05:17,166 --> 01:05:18,300
Or make sure that your 

2365
01:05:18,300 --> 01:05:19,633
two-factor authentication 

2366
01:05:19,633 --> 01:05:21,000
goes to your cell phone 

2367
01:05:21,000 --> 01:05:22,400
or you use an authenticator app 

2368
01:05:22,400 --> 01:05:23,700
or something like that. 

2369
01:05:23,700 --> 01:05:25,100
With two-factor authentication 

2370
01:05:25,100 --> 01:05:26,566
that goes to your email 

2371
01:05:26,566 --> 01:05:28,500
and you don't have 

2372
01:05:28,500 --> 01:05:30,000
any other email on record, 

2373
01:05:30,000 --> 01:05:31,400
you don't work at that company anymore, 

2374
01:05:31,400 --> 01:05:33,166
or don't have access to the account, 

2375
01:05:33,166 --> 01:05:34,100
it's going to be a little bit 

2376
01:05:34,100 --> 01:05:35,300
until we can reset it for you.

2377
01:05:39,933 --> 01:05:41,900
-And somewhat related to that 

2378
01:05:41,900 --> 01:05:44,233
is a question pertaining to, 

2379
01:05:44,233 --> 01:05:47,333
"If I once I have verified my identity,

2380
01:05:47,333 --> 01:05:49,300
do I need to do it again 

2381
01:05:49,300 --> 01:05:50,133
and again and again 

2382
01:05:50,133 --> 01:05:51,933
or is is is is one time 

2383
01:05:51,933 --> 01:05:53,366
the only time that I need." 

2384
01:05:53,366 --> 01:05:55,466
The answer is, "Once you've done it once,

2385
01:05:55,733 --> 01:05:57,833
that is good for us."

2386
01:06:05,166 --> 01:06:06,133
-Um, 

2387
01:06:06,866 --> 01:06:09,566
we've answered some of these here. 

2388
01:06:14,266 --> 01:06:16,500
Just to just to make sure,

2389
01:06:16,766 --> 01:06:18,766
hopefully I was clear. 

2390
01:06:18,766 --> 01:06:20,200
"If support staff are sponsored 

2391
01:06:20,200 --> 01:06:21,300
by a verified attorney, 

2392
01:06:21,300 --> 01:06:23,166
do they also need to go through the ID.me 

2393
01:06:23,166 --> 01:06:24,733
verification process?" 

2394
01:06:24,733 --> 01:06:26,300
No, they won't. 

2395
01:06:26,300 --> 01:06:27,700
They do not need to go through 

2396
01:06:27,700 --> 01:06:29,800
the verification process. 

2397
01:06:29,800 --> 01:06:30,500
And they won't have 

2398
01:06:30,500 --> 01:06:32,700
the right kind of account that will be,

2399
01:06:33,300 --> 01:06:34,066
that would be able 

2400
01:06:34,066 --> 01:06:35,666
to be connected to their 

2401
01:06:35,666 --> 01:06:37,433
ID.me verification. 

2402
01:06:37,433 --> 01:06:38,700
So no, the only,

2403
01:06:39,666 --> 01:06:41,300
the only verification 

2404
01:06:41,300 --> 01:06:42,600
that is needed for support 

2405
01:06:42,600 --> 01:06:44,233
staff is the verification 

2406
01:06:44,233 --> 01:06:45,433
that their sponsoring 

2407
01:06:45,433 --> 01:06:46,733
attorney provides 

2408
01:06:46,733 --> 01:06:48,066
when they sponsor them. 

2409
01:06:48,066 --> 01:06:49,900
When they check the declaration, 

2410
01:06:49,900 --> 01:06:51,166
when they agree to the 

2411
01:06:51,166 --> 01:06:52,166
other agreements 

2412
01:06:52,166 --> 01:06:54,566
indicating proper usage of the account,

2413
01:06:54,566 --> 01:06:56,066
and that they have 

2414
01:06:56,066 --> 01:06:58,066
verified the identity, 

2415
01:06:58,066 --> 01:06:59,466
then that's that's 

2416
01:06:59,466 --> 01:07:00,633
what needs to happen. 

2417
01:07:00,633 --> 01:07:03,033
But the support staff themselves, 

2418
01:07:03,033 --> 01:07:04,333
essentially,

2419
01:07:05,000 --> 01:07:06,633
may not need to take any action 

2420
01:07:06,633 --> 01:07:07,866
in order to be ID 

2421
01:07:07,866 --> 01:07:10,500
verified by their attorney. 

2422
01:07:18,033 --> 01:07:19,100
Oh, you know what? 

2423
01:07:19,100 --> 01:07:22,066
I saw one, one that reminded me

2424
01:07:22,066 --> 01:07:22,900
of a different question 

2425
01:07:22,900 --> 01:07:23,966
that we answered 

2426
01:07:23,966 --> 01:07:25,100
from the mailbox earlier 

2427
01:07:25,100 --> 01:07:26,600
that came in a few days ago. 

2428
01:07:26,600 --> 01:07:27,333
Um. 

2429
01:07:29,933 --> 01:07:30,966
It asks if names will 

2430
01:07:30,966 --> 01:07:33,600
be publicly visible 

2431
01:07:33,600 --> 01:07:35,700
on any USPTO submissions. 

2432
01:07:35,700 --> 01:07:38,066
The other one asked, "Will my name be

2433
01:07:38,933 --> 01:07:41,066
part of a database once I'm verified?"

2434
01:07:41,466 --> 01:07:44,133
So the verified information goes

2435
01:07:44,133 --> 01:07:45,066
to the USPTO, it's 

2436
01:07:45,066 --> 01:07:45,833
the only thing we 

2437
01:07:45,833 --> 01:07:47,400
receive from ID.me. 

2438
01:07:47,400 --> 01:07:49,233
And we do not share that information 

2439
01:07:49,233 --> 01:07:50,566
with anybody else. 

2440
01:07:50,566 --> 01:07:52,866
That is only for USPTO internal use

2441
01:07:53,100 --> 01:07:53,933
to verify that the 

2442
01:07:53,933 --> 01:07:55,200
accounts are accurate.

2443
01:07:56,333 --> 01:07:58,300
It doesn't, for example, 

2444
01:07:58,300 --> 01:07:59,766
automatically go into the form, 

2445
01:07:59,766 --> 01:08:02,133
at least it does not at this point. 

2446
01:08:02,133 --> 01:08:05,500
So it's not, it's not information

2447
01:08:05,500 --> 01:08:06,466
that is necessarily. 

2448
01:08:06,466 --> 01:08:08,333
If you, for example, 

2449
01:08:08,333 --> 01:08:09,666
I think we also had a question 

2450
01:08:09,666 --> 01:08:11,500
about a restraining order 

2451
01:08:11,500 --> 01:08:12,966
and information 

2452
01:08:12,966 --> 01:08:15,300
that they did not want to share. 

2453
01:08:15,300 --> 01:08:16,200
That information 

2454
01:08:16,200 --> 01:08:18,700
is not going to be publicly available.

2455
01:08:19,066 --> 01:08:21,300
So whatever you put in the form,

2456
01:08:21,600 --> 01:08:22,366
we do expect you 

2457
01:08:22,366 --> 01:08:24,266
to enter a valid signature 

2458
01:08:24,266 --> 01:08:25,466
and a valid name, 

2459
01:08:25,466 --> 01:08:28,300
but it's not automatically pulled

2460
01:08:28,300 --> 01:08:30,000
from the USPTO.gov account, 

2461
01:08:30,000 --> 01:08:31,633
and we're not keeping a 

2462
01:08:31,633 --> 01:08:32,900
specific database, right? 

2463
01:08:32,900 --> 01:08:34,466
This is just your account name. 

2464
01:08:34,466 --> 01:08:36,000
What is the name on your account? 

2465
01:08:36,000 --> 01:08:37,800
That's the information we got from ID.me 

2466
01:08:37,800 --> 01:08:39,233
and it's been verified.

2467
01:08:39,233 --> 01:08:40,300
So it doesn't go anywhere else.

2468
01:08:51,166 --> 01:08:52,466
I feel like there's a lot of questions here. 

2469
01:08:52,466 --> 01:08:53,066
I feel like we need 

2470
01:08:53,066 --> 01:08:55,100
some background music. 

2471
01:08:56,833 --> 01:08:58,600
-So somebody asked a question, Matt, 

2472
01:08:58,600 --> 01:09:00,500
about the paper form 

2473
01:09:00,500 --> 01:09:02,666
and the Social Security number.

2474
01:09:02,666 --> 01:09:04,600
When you go to the notary public, 

2475
01:09:04,600 --> 01:09:05,800
they'll give you a number 

2476
01:09:05,800 --> 01:09:06,833
of different options 

2477
01:09:06,833 --> 01:09:08,200
to prove your identity 

2478
01:09:08,200 --> 01:09:10,300
to their satisfaction. 

2479
01:09:10,300 --> 01:09:11,266
One of them, 

2480
01:09:11,266 --> 01:09:12,600
and it does not have to be 

2481
01:09:12,600 --> 01:09:13,933
a Social Security number. 

2482
01:09:13,933 --> 01:09:15,566
And then following that, 

2483
01:09:15,566 --> 01:09:17,266
what happens to that piece of paper 

2484
01:09:17,266 --> 01:09:19,033
when it comes to the EBC 

2485
01:09:19,033 --> 01:09:19,733
that doesn't have 

2486
01:09:19,733 --> 01:09:21,033
that information on it. 

2487
01:09:21,033 --> 01:09:22,166
It has the information 

2488
01:09:22,166 --> 01:09:24,566
that the notary public 

2489
01:09:25,000 --> 01:09:27,333
puts forth to give us, 

2490
01:09:27,666 --> 01:09:29,266
the authority to give you, 

2491
01:09:29,266 --> 01:09:31,866
to verify your ID. 

2492
01:09:32,633 --> 01:09:33,166
-That's right. 

2493
01:09:33,166 --> 01:09:34,966
The information on that. 

2494
01:09:35,133 --> 01:09:35,900
I'm sorry. 

2495
01:09:36,133 --> 01:09:37,233
-Oh, I was going to say some, 

2496
01:09:37,233 --> 01:09:38,566
there are some questions 

2497
01:09:38,566 --> 01:09:40,700
pertaining to how long does it 

2498
01:09:40,700 --> 01:09:43,166
take to do the paper process.

2499
01:09:44,500 --> 01:09:46,166
Can we address that real quick?

2500
01:09:46,166 --> 01:09:47,833
-Yes. Yes. 

2501
01:09:47,833 --> 01:09:49,133
We would say plan on two 

2502
01:09:49,133 --> 01:09:50,300
to three weeks from the time 

2503
01:09:50,300 --> 01:09:51,766
that you mail it. 

2504
01:09:52,633 --> 01:09:53,133
You know, barring 

2505
01:09:53,133 --> 01:09:56,600
any unexpected mail delay. 

2506
01:09:56,933 --> 01:09:59,000
We have made estimates as to the volume

2507
01:09:59,000 --> 01:10:01,833
that we expect at different times

2508
01:10:02,033 --> 01:10:05,033
and the amount of of labor

2509
01:10:05,033 --> 01:10:07,133
that we will need to process it. 

2510
01:10:07,133 --> 01:10:08,600
We still are not 100% 

2511
01:10:08,600 --> 01:10:09,533
sure how that's going to be. 

2512
01:10:09,533 --> 01:10:12,200
So please build in sufficient time,

2513
01:10:12,500 --> 01:10:13,733
especially as we get close 

2514
01:10:13,733 --> 01:10:15,833
to that April 9th deadline. 

2515
01:10:15,833 --> 01:10:17,033
Um, I would, 

2516
01:10:17,033 --> 01:10:19,066
I would say the sooner, the better. 

2517
01:10:19,066 --> 01:10:20,600
But it. 

2518
01:10:20,666 --> 01:10:22,333
Once we have a steady flow 

2519
01:10:22,333 --> 01:10:24,000
in, we can anticipate the numbers 

2520
01:10:24,000 --> 01:10:25,533
with more accuracy. 

2521
01:10:25,533 --> 01:10:27,233
We do expect the two to three week 

2522
01:10:27,233 --> 01:10:29,166
time to go down a bit. 

2523
01:10:30,400 --> 01:10:32,200
And also just to follow up 

2524
01:10:32,200 --> 01:10:33,166
on what Greg said, 

2525
01:10:33,166 --> 01:10:34,700
the information on the paper form 

2526
01:10:34,700 --> 01:10:36,233
is, that's required to put on 

2527
01:10:36,233 --> 01:10:37,900
there, is the same information 

2528
01:10:37,900 --> 01:10:38,766
that's required to be 

2529
01:10:38,766 --> 01:10:41,300
put into your USPTO.gov account. 

2530
01:10:41,300 --> 01:10:43,000
It's the same information. 

2531
01:10:43,000 --> 01:10:45,000
So all we're doing is validating 

2532
01:10:45,000 --> 01:10:46,833
that the information matches. 

2533
01:10:46,833 --> 01:10:47,800
And if it does not match, 

2534
01:10:47,800 --> 01:10:49,666
especially with regard to name, 

2535
01:10:49,666 --> 01:10:51,200
we will ask. With regard 

2536
01:10:51,200 --> 01:10:53,333
to things like address, 

2537
01:10:53,333 --> 01:10:54,966
those do not necessarily need to match, 

2538
01:10:54,966 --> 01:10:57,300
but we do ask that you update them 

2539
01:10:57,300 --> 01:10:58,266
as soon as possible, 

2540
01:10:58,266 --> 01:10:59,933
typically within 30 days 

2541
01:10:59,933 --> 01:11:01,766
of when you change an address 

2542
01:11:01,766 --> 01:11:03,233
or something like that. 

2543
01:11:03,233 --> 01:11:04,566
But but the name is the thing 

2544
01:11:04,566 --> 01:11:06,700
that if it does not match, it will be

2545
01:11:07,866 --> 01:11:09,000
grounds for further 

2546
01:11:09,000 --> 01:11:11,100
inquiry from the office. 

2547
01:11:23,400 --> 01:11:26,300
And going again to accounts

2548
01:11:26,300 --> 01:11:28,033
and who they belong to. 

2549
01:11:28,033 --> 01:11:29,266
"Can my law firm share 

2550
01:11:29,266 --> 01:11:31,533
a general email account and verify it? 

2551
01:11:31,533 --> 01:11:32,800
Or does the account need to be tied 

2552
01:11:32,800 --> 01:11:34,500
to an individual?" 

2553
01:11:34,500 --> 01:11:35,266
USPTO.gov accounts

2554
01:11:35,266 --> 01:11:35,866
do need to be 

2555
01:11:35,866 --> 01:11:37,933
tied to an individual. 

2556
01:11:37,933 --> 01:11:39,100
So, you know, 

2557
01:11:39,100 --> 01:11:41,833
that is a part of the agreement. 

2558
01:11:41,833 --> 01:11:43,466
The terms of use 

2559
01:11:43,466 --> 01:11:44,733
that users agree to 

2560
01:11:44,733 --> 01:11:46,766
when they create the account. 

2561
01:11:46,766 --> 01:11:48,466
So it does need to be 

2562
01:11:48,466 --> 01:11:51,266
used by an identifiable individual

2563
01:11:51,466 --> 01:11:53,800
and they should not be shared. 

2564
01:11:57,366 --> 01:12:00,000
-Matt, here's one about a U.S.-

2565
01:12:00,000 --> 01:12:02,100
licensed attorney without a U.S.

2566
01:12:02,100 --> 01:12:03,900
Social Security number 

2567
01:12:03,900 --> 01:12:05,566
and whether or not they can do 

2568
01:12:05,566 --> 01:12:07,333
the electronic verification 

2569
01:12:07,333 --> 01:12:08,666
process with ID.me. 

2570
01:12:08,666 --> 01:12:11,233
I think both in the electronic

2571
01:12:11,233 --> 01:12:12,733
and the trusted agent 

2572
01:12:12,733 --> 01:12:14,000
part of the process, 

2573
01:12:14,000 --> 01:12:15,966
the answer to both of those is "No." 

2574
01:12:15,966 --> 01:12:16,700
Is that correct?

2575
01:12:18,066 --> 01:12:19,566
-Let me. I think the answer. 

2576
01:12:19,566 --> 01:12:20,666
Let me find it, I'm 

2577
01:12:20,666 --> 01:12:22,366
sorry, about how far down, 

2578
01:12:22,366 --> 01:12:23,433
how far down are you? 

2579
01:12:23,433 --> 01:12:24,900
What page are you on? 

2580
01:12:25,500 --> 01:12:27,266
-I'm quite a bit down. 

2581
01:12:27,266 --> 01:12:28,533
So I'm looking at, 

2582
01:12:28,533 --> 01:12:29,900
we've got a lot of questions 

2583
01:12:29,900 --> 01:12:30,566
that are repeated. 

2584
01:12:30,566 --> 01:12:31,133
So we're trying, 

2585
01:12:31,133 --> 01:12:33,366
I'm trying to get more. 

2586
01:12:34,033 --> 01:12:36,333
But. -Yeah, so it said the

2587
01:12:36,333 --> 01:12:37,833
the attorney 

2588
01:12:37,933 --> 01:12:41,033
does not have. -The U.S.-licensed attorney,

2589
01:12:41,033 --> 01:12:43,566
but without a U.S. Social Security number.

2590
01:12:44,500 --> 01:12:46,100
Can that individual do 

2591
01:12:46,100 --> 01:12:47,766
the electronic verification 

2592
01:12:47,766 --> 01:12:49,200
process with ID.me. 

2593
01:12:49,200 --> 01:12:51,166
And I think the answer's "No." Right? 

2594
01:12:51,166 --> 01:12:52,800
-They can. -Both electronic and 

2595
01:12:52,800 --> 01:12:54,800
the trusted agents side. 

2596
01:12:54,800 --> 01:12:57,566
-They they can they can do both. 

2597
01:12:57,766 --> 01:13:00,200
Or, sorry, they can't do the,

2598
01:13:00,800 --> 01:13:03,600
uh, trusted referee. Um,

2599
01:13:03,966 --> 01:13:05,233
When you choose. 

2600
01:13:05,233 --> 01:13:06,733
So if you say I don't live 

2601
01:13:06,733 --> 01:13:07,500
in the United States, 

2602
01:13:07,500 --> 01:13:09,033
which is an option that you have 

2603
01:13:09,033 --> 01:13:10,600
on the first page, 

2604
01:13:10,600 --> 01:13:12,100
it's going to automatically route you 

2605
01:13:12,100 --> 01:13:13,700
to the trusted referee. 

2606
01:13:13,700 --> 01:13:15,500
Now, if we had someone, 

2607
01:13:15,500 --> 01:13:16,800
um, for example, 

2608
01:13:16,800 --> 01:13:18,433
who was living in the United States 

2609
01:13:18,433 --> 01:13:19,200
but did not have 

2610
01:13:19,200 --> 01:13:20,900
a Social Security number, 

2611
01:13:20,900 --> 01:13:23,266
but who had other 

2612
01:13:23,266 --> 01:13:24,733
foreign documentation, 

2613
01:13:24,733 --> 01:13:26,100
it's going to start. 

2614
01:13:26,100 --> 01:13:27,833
It's I think it's going to start 

2615
01:13:27,833 --> 01:13:28,466
routing you through 

2616
01:13:28,466 --> 01:13:29,433
the electronic process, 

2617
01:13:29,433 --> 01:13:30,400
but it's going to fail 

2618
01:13:30,400 --> 01:13:31,133
when you get a certain 

2619
01:13:31,133 --> 01:13:31,933
part of the way through it 

2620
01:13:31,933 --> 01:13:33,000
because it anticipates 

2621
01:13:33,000 --> 01:13:33,700
that you'll have that.

2622
01:13:34,833 --> 01:13:37,133
So I would say that,

2623
01:13:38,033 --> 01:13:38,966
if you know that 

2624
01:13:38,966 --> 01:13:42,166
you are going to be presenting non-U.S.

2625
01:13:43,200 --> 01:13:45,266
documentation and that you do not have

2626
01:13:45,266 --> 01:13:47,000
a Social Security number, 

2627
01:13:47,000 --> 01:13:47,366
then you should, 

2628
01:13:47,366 --> 01:13:48,566
even if you are currently 

2629
01:13:48,566 --> 01:13:49,600
living in the United States, 

2630
01:13:49,600 --> 01:13:50,866
you should choose the option 

2631
01:13:50,866 --> 01:13:52,766
that says, "I don't live in the U.S." 

2632
01:13:52,766 --> 01:13:54,333
I'm, neither one of those things 

2633
01:13:54,333 --> 01:13:55,066
would be matching up 

2634
01:13:55,066 --> 01:13:56,066
with what they would expect 

2635
01:13:56,066 --> 01:13:58,366
from a potential U.S. resident. 

2636
01:13:58,366 --> 01:13:59,033
You should choose that 

2637
01:13:59,033 --> 01:14:00,300
other option instead. 

2638
01:14:00,300 --> 01:14:02,266
And you'll have the ability to 

2639
01:14:02,266 --> 01:14:04,300
to make sure your address is correct.

2640
01:14:04,733 --> 01:14:06,066
So you'll be able to put in a U.S. 

2641
01:14:06,066 --> 01:14:07,400
address, but you'll have to have 

2642
01:14:07,400 --> 01:14:08,466
those documents reviewed. 

2643
01:14:08,466 --> 01:14:10,133
But yeah. Okay. Thanks, Greg. 

2644
01:14:10,133 --> 01:14:11,200
Good question. 

2645
01:14:16,433 --> 01:14:17,266
-Let's. 

2646
01:14:26,500 --> 01:14:28,033
-And here's a specific 

2647
01:14:28,033 --> 01:14:29,666
one, but I can answer this.

2648
01:14:30,966 --> 01:14:32,000
"My name is and always 

2649
01:14:32,000 --> 01:14:33,500
has been hyphenated. 

2650
01:14:33,500 --> 01:14:34,933
"Is the character, 

2651
01:14:34,933 --> 01:14:35,733
is the hyphen character 

2652
01:14:35,733 --> 01:14:36,733
included in the system 

2653
01:14:36,733 --> 01:14:38,300
to be taken as part of the ID 

2654
01:14:38,300 --> 01:14:40,900
name of the account." 

2655
01:14:40,900 --> 01:14:42,633
Whatever is on your driver's license, 

2656
01:14:42,633 --> 01:14:45,266
however it is recorded there. 

2657
01:14:45,566 --> 01:14:48,100
I know that is not always 100% correct.

2658
01:14:48,100 --> 01:14:49,600
Or passport or whatever 

2659
01:14:49,600 --> 01:14:51,600
you choose to present. 

2660
01:14:52,366 --> 01:14:54,466
If you have your name 

2661
01:14:54,466 --> 01:14:55,833
recorded in two different ways 

2662
01:14:55,833 --> 01:14:56,866
on two different IDs 

2663
01:14:56,866 --> 01:14:58,366
and you have a preference, 

2664
01:14:58,366 --> 01:15:01,000
then present the ID that you wish to,

2665
01:15:01,600 --> 01:15:02,800
you know, that has the name 

2666
01:15:02,800 --> 01:15:04,133
that you prefer. 

2667
01:15:04,433 --> 01:15:06,400
But yes, it will put a hyphen in there. 

2668
01:15:06,400 --> 01:15:07,133
If there's a hyphen 

2669
01:15:07,133 --> 01:15:10,166
that appears on the actual document.

2670
01:15:24,833 --> 01:15:26,766
-Matt, someone asked if they'll lose their trademarks, 

2671
01:15:26,766 --> 01:15:28,900
if they don't verify before April. 

2672
01:15:28,900 --> 01:15:31,000
Your trademarks are safe with us.

2673
01:15:31,133 --> 01:15:32,833
So no, the answer is, "Your 

2674
01:15:32,833 --> 01:15:33,766
trademarks are fine." 

2675
01:15:33,766 --> 01:15:34,500
You don't need to verify.

2676
01:15:36,300 --> 01:15:36,866
Right. 

2677
01:15:36,866 --> 01:15:38,900
You know, eventually at some point, 

2678
01:15:38,900 --> 01:15:40,033
if you have a registration, 

2679
01:15:40,033 --> 01:15:42,233
you will need to 

2680
01:15:42,400 --> 01:15:43,800
have maintenance documents 

2681
01:15:43,800 --> 01:15:45,633
that you or someone else files, 

2682
01:15:45,633 --> 01:15:46,666
and you'll need to make sure 

2683
01:15:46,666 --> 01:15:48,766
that those are filed timely. 

2684
01:15:48,766 --> 01:15:50,866
If you are not represented, 

2685
01:15:50,866 --> 01:15:52,100
for example, and you are 

2686
01:15:52,100 --> 01:15:53,666
an individual owner, 

2687
01:15:53,666 --> 01:15:54,766
and then you would 

2688
01:15:54,766 --> 01:15:56,266
need to file at the deadline 

2689
01:15:56,266 --> 01:15:57,200
and not be able to get 

2690
01:15:57,200 --> 01:15:59,166
your verification completed, 

2691
01:15:59,166 --> 01:16:00,766
then that would be an issue. 

2692
01:16:00,766 --> 01:16:03,533
But there is no sort of blanket effect

2693
01:16:03,533 --> 01:16:05,866
on existing applications

2694
01:16:05,866 --> 01:16:07,200
and registrations. 

2695
01:16:07,200 --> 01:16:08,033
They are just proceeding 

2696
01:16:08,033 --> 01:16:09,200
as they always have. 

2697
01:16:09,200 --> 01:16:09,866
It's just whenever 

2698
01:16:09,866 --> 01:16:11,300
you need to take an action, 

2699
01:16:11,300 --> 01:16:12,133
you need to be prepared 

2700
01:16:12,133 --> 01:16:14,700
to take it by being verified. 

2701
01:16:17,100 --> 01:16:18,133
A question from our 

2702
01:16:18,133 --> 01:16:20,400
Canadian attorneys.

2703
01:16:21,866 --> 01:16:22,933
Again. "Does a Canadian 

2704
01:16:22,933 --> 01:16:23,833
attorney need to include 

2705
01:16:23,833 --> 01:16:25,033
a Social Security number?"

2706
01:16:26,700 --> 01:16:27,300
If you're not going to 

2707
01:16:27,300 --> 01:16:28,533
be able to provide it, 

2708
01:16:28,533 --> 01:16:29,900
please click on that 

2709
01:16:29,900 --> 01:16:32,300
"I do not live in the United States."

2710
01:16:32,300 --> 01:16:34,166
That's that's the 

2711
01:16:34,166 --> 01:16:35,100
that's what you would do 

2712
01:16:35,100 --> 01:16:36,033
for someone living abroad 

2713
01:16:36,033 --> 01:16:36,800
who does not have 

2714
01:16:36,800 --> 01:16:38,633
a Social Security number. 

2715
01:16:38,633 --> 01:16:41,166
ID.me will ask you for national ID

2716
01:16:41,266 --> 01:16:42,933
number or equivalent 

2717
01:16:42,933 --> 01:16:44,400
if you are choosing to use 

2718
01:16:44,400 --> 01:16:45,933
another country's documents 

2719
01:16:45,933 --> 01:16:47,600
to verify your identity. 

2720
01:16:47,600 --> 01:16:49,533
So please do be prepared for that. 

2721
01:16:49,533 --> 01:16:50,333
Typically, it's going to be 

2722
01:16:50,333 --> 01:16:51,900
whatever's on the passport 

2723
01:16:51,900 --> 01:16:53,300
or the passport card 

2724
01:16:53,300 --> 01:16:55,800
or national ID card. 

2725
01:17:01,466 --> 01:17:03,000
-I've got one here. 

2726
01:17:03,000 --> 01:17:04,100
It's it. 

2727
01:17:04,100 --> 01:17:05,133
The question is more, 

2728
01:17:05,133 --> 01:17:06,266
it starts with a statement. 

2729
01:17:06,266 --> 01:17:07,433
"It seems easier to do 

2730
01:17:07,433 --> 01:17:09,666
the notarized ID verification." 

2731
01:17:09,666 --> 01:17:10,600
And then the question is, 

2732
01:17:10,600 --> 01:17:12,866
"What is the benefit of using ID.me?" 

2733
01:17:12,866 --> 01:17:14,233
Simply time.

2734
01:17:14,233 --> 01:17:16,166
It's it's quicker to get to the 

2735
01:17:16,166 --> 01:17:17,866
the end result, if you do ID.me.

2736
01:17:20,166 --> 01:17:21,866
But the notarized process 

2737
01:17:21,866 --> 01:17:24,566
is available freely. 

2738
01:17:25,700 --> 01:17:28,433
And ID.me is free to our customers.

2739
01:17:28,666 --> 01:17:31,300
They will not be charged to use it. 

2740
01:17:31,666 --> 01:17:33,433
So that is perhaps 

2741
01:17:33,433 --> 01:17:34,800
another benefit. 

2742
01:17:49,466 --> 01:17:51,966
It seems, so we have in our notes here,

2743
01:17:52,233 --> 01:17:53,400
we can skip this question 

2744
01:17:53,400 --> 01:17:54,733
because it was answered, 

2745
01:17:54,733 --> 01:17:55,900
but the question starts off 

2746
01:17:55,900 --> 01:17:57,600
with "Great presentation." 

2747
01:17:57,600 --> 01:17:59,200
So I would like to 

2748
01:17:59,566 --> 01:18:00,400
read that. No.

2749
01:18:01,733 --> 01:18:02,033
I do, 

2750
01:18:02,033 --> 01:18:03,700
I do want to talk about the one right 

2751
01:18:03,700 --> 01:18:04,700
below it, though. 

2752
01:18:04,700 --> 01:18:06,666
And Greg, I'm not sure if you read 

2753
01:18:06,666 --> 01:18:07,266
the part of this one 

2754
01:18:07,266 --> 01:18:09,433
about losing your trademarks. 

2755
01:18:11,200 --> 01:18:12,533
But but this was just putting 

2756
01:18:12,533 --> 01:18:14,200
a little more meat on those bones. 

2757
01:18:14,200 --> 01:18:15,266
Says, "I file my business's 

2758
01:18:15,266 --> 01:18:16,766
trademarks on my own. 

2759
01:18:16,766 --> 01:18:18,066
I assume that I need to do 

2760
01:18:18,066 --> 01:18:19,566
this verification."

2761
01:18:19,566 --> 01:18:20,900
You probably do if you're not 

2762
01:18:20,900 --> 01:18:22,266
retaining an attorney. 

2763
01:18:22,266 --> 01:18:24,300
You probably will need to 

2764
01:18:24,300 --> 01:18:25,766
verify your identity with ID.me 

2765
01:18:25,766 --> 01:18:26,866
if you plan to file 

2766
01:18:26,866 --> 01:18:27,866
trademark documents.

2767
01:18:29,433 --> 01:18:29,933
"But I don't think 

2768
01:18:29,933 --> 01:18:30,533
we're going to be doing 

2769
01:18:30,533 --> 01:18:32,066
any new trademarks 

2770
01:18:32,066 --> 01:18:35,000
for a while or in the near future." 

2771
01:18:35,700 --> 01:18:37,233
You know, basically sort of, 

2772
01:18:37,233 --> 01:18:38,200
"When can I do it? 

2773
01:18:38,200 --> 01:18:39,433
If I don't do it by April, 

2774
01:18:39,433 --> 01:18:40,733
will something bad happen?" 

2775
01:18:40,733 --> 01:18:42,966
No, you can just you can do it, 

2776
01:18:42,966 --> 01:18:44,066
you know, at some point 

2777
01:18:44,066 --> 01:18:45,266
before you need to. 

2778
01:18:45,266 --> 01:18:46,966
Um, generally with ID.me, 

2779
01:18:46,966 --> 01:18:47,900
you don't need as much 

2780
01:18:47,900 --> 01:18:49,600
plan ahead time. 

2781
01:18:49,600 --> 01:18:51,333
It is for the vast 

2782
01:18:51,333 --> 01:18:52,933
majority of of our testers 

2783
01:18:52,933 --> 01:18:54,466
a fairly quick process, 

2784
01:18:54,466 --> 01:18:56,366
even if they needed to go into 

2785
01:18:56,366 --> 01:18:57,666
a trusted referee session 

2786
01:18:57,666 --> 01:18:59,766
or have customer support. 

2787
01:19:00,133 --> 01:19:00,766
It did not take a 

2788
01:19:00,766 --> 01:19:02,200
significant amount of time. 

2789
01:19:02,200 --> 01:19:03,266
If you plan on verifying 

2790
01:19:03,266 --> 01:19:05,433
your identity with paper, 

2791
01:19:05,433 --> 01:19:06,733
just please make sure to do it 

2792
01:19:06,733 --> 01:19:07,633
a few weeks before 

2793
01:19:07,633 --> 01:19:08,600
any any deadlines 

2794
01:19:08,600 --> 01:19:09,366
that you're looking at.

2795
01:19:21,600 --> 01:19:22,266
Um, 

2796
01:19:23,000 --> 01:19:24,866
let me answer this one. 

2797
01:19:26,933 --> 01:19:29,366
"If the trademark belongs to a company, 

2798
01:19:29,366 --> 01:19:31,333
can an employer identification 

2799
01:19:31,333 --> 01:19:33,800
number, an EIN number, be used

2800
01:19:33,800 --> 01:19:34,833
and who needs to be 

2801
01:19:34,833 --> 01:19:37,533
on the photo verification?" 

2802
01:19:38,066 --> 01:19:39,000
I think we've answered this, 

2803
01:19:39,000 --> 01:19:40,333
but I just want to make sure 

2804
01:19:40,333 --> 01:19:41,733
that we're clear on this too. 

2805
01:19:41,733 --> 01:19:42,766
The account has to belong 

2806
01:19:42,766 --> 01:19:44,000
to an individual. 

2807
01:19:44,000 --> 01:19:45,800
So a USPTO.gov account 

2808
01:19:45,800 --> 01:19:48,000
does have to belong to 

2809
01:19:48,000 --> 01:19:50,866
a named human person. 

2810
01:19:51,266 --> 01:19:53,300
So you would need to put 

2811
01:19:53,300 --> 01:19:54,866
that individual's information on there. 

2812
01:19:54,866 --> 01:19:56,466
We're not sharing that account 

2813
01:19:56,466 --> 01:19:58,466
information out with the public. 

2814
01:19:58,466 --> 01:19:59,800
But in order to verify 

2815
01:19:59,800 --> 01:20:01,800
that actors are doing, 

2816
01:20:01,800 --> 01:20:02,666
you know, the actors 

2817
01:20:02,666 --> 01:20:03,366
who are doing things 

2818
01:20:03,366 --> 01:20:05,266
are who they say they are, 

2819
01:20:05,266 --> 01:20:08,333
we do need to tie that to the account. 

2820
01:20:11,400 --> 01:20:13,366
-Many of you probably found out 

2821
01:20:13,366 --> 01:20:14,600
about the webinar 

2822
01:20:14,600 --> 01:20:15,500
through an email 

2823
01:20:15,500 --> 01:20:16,033
that came, 

2824
01:20:16,033 --> 01:20:16,933
I think we sent out 

2825
01:20:16,933 --> 01:20:19,266
close to 200,000 emails, 

2826
01:20:19,266 --> 01:20:20,100
and this question 

2827
01:20:20,100 --> 01:20:21,633
kind of relates to that. 

2828
01:20:21,633 --> 01:20:22,700
"You plan to go back 

2829
01:20:22,700 --> 01:20:24,566
to all existing trademark owners 

2830
01:20:24,566 --> 01:20:26,266
and require the same. 

2831
01:20:26,266 --> 01:20:27,433
Or does this apply 

2832
01:20:27,433 --> 01:20:29,666
only to new applications 

2833
01:20:29,666 --> 01:20:30,733
and those persons 

2834
01:20:30,733 --> 01:20:31,633
who have not yet been 

2835
01:20:31,633 --> 01:20:32,600
granted trademarks?"

2836
01:20:32,600 --> 01:20:34,600
And as Matt mentioned it,

2837
01:20:34,700 --> 01:20:35,733
by the time you get 

2838
01:20:35,733 --> 01:20:36,733
to the maintenance stage, 

2839
01:20:36,733 --> 01:20:37,233
you're going to have 

2840
01:20:37,233 --> 01:20:38,633
to verify your identity. 

2841
01:20:38,633 --> 01:20:40,000
So you may have quite a 

2842
01:20:40,000 --> 01:20:41,233
period of time before 

2843
01:20:41,233 --> 01:20:42,933
you need to do the verification. 

2844
01:20:42,933 --> 01:20:43,833
But at some point 

2845
01:20:43,833 --> 01:20:44,866
it's going to be required.

2846
01:20:52,800 --> 01:20:53,966
-Let me answer part of, 

2847
01:20:53,966 --> 01:20:55,500
we're we're getting towards the end, 

2848
01:20:55,500 --> 01:20:56,833
which is good. 

2849
01:20:57,200 --> 01:20:59,033
Let me answer part of this 

2850
01:20:59,033 --> 01:21:00,633
question towards the end. 

2851
01:21:00,633 --> 01:21:01,700
"What can support staff 

2852
01:21:01,700 --> 01:21:03,766
do if they're sponsored?" 

2853
01:21:03,900 --> 01:21:05,800
They can, for for the time being, 

2854
01:21:05,800 --> 01:21:06,866
they'll be able to do anything 

2855
01:21:06,866 --> 01:21:09,500
they can currently do in TEAS or TEASi. 

2856
01:21:09,500 --> 01:21:12,200
So that role determines

2857
01:21:12,500 --> 01:21:14,766
what they need to do to be ID verified. 

2858
01:21:14,766 --> 01:21:17,400
Right now, it does not impact 

2859
01:21:17,400 --> 01:21:19,200
their actions that are available 

2860
01:21:19,200 --> 01:21:20,366
within TEAS or TEASi 

2861
01:21:20,366 --> 01:21:21,766
once they're in there. 

2862
01:21:21,766 --> 01:21:24,066
In the future, that may change. 

2863
01:21:24,066 --> 01:21:25,533
And likely will. 

2864
01:21:25,533 --> 01:21:27,766
But for right now, 

2865
01:21:27,766 --> 01:21:29,666
there will be no difference. 

2866
01:21:41,900 --> 01:21:43,966
If anyone needs to make a law school

2867
01:21:43,966 --> 01:21:44,933
exam, there are a lot of 

2868
01:21:44,933 --> 01:21:47,033
great questions in here. 

2869
01:21:47,033 --> 01:21:49,533
That we unfortunately, 

2870
01:21:49,866 --> 01:21:50,400
is a little bit 

2871
01:21:50,400 --> 01:21:51,566
out of scope for this

2872
01:21:53,366 --> 01:21:54,900
presentation, I apologize 

2873
01:21:54,900 --> 01:21:55,600
for taking so long 

2874
01:21:55,600 --> 01:21:57,200
to read some of these. 

2875
01:22:03,600 --> 01:22:05,300
And we will try to answer again, 

2876
01:22:05,300 --> 01:22:07,666
in the FAQs, any of these questions

2877
01:22:09,033 --> 01:22:10,666
that, you know, more than a few people 

2878
01:22:10,666 --> 01:22:12,266
can benefit from. 

2879
01:22:12,266 --> 01:22:14,833
We will try to put them in the FAQs. 

2880
01:22:14,833 --> 01:22:16,600
And we'll also be following up 

2881
01:22:16,600 --> 01:22:19,300
on some of these with some emails. 

2882
01:22:29,133 --> 01:22:30,733
-So, Matt, we kind of apparently, 

2883
01:22:30,733 --> 01:22:32,100
we missed the mark with somebody. 

2884
01:22:32,100 --> 01:22:32,666
They said, "I'm 

2885
01:22:32,666 --> 01:22:33,766
attending the livestream 

2886
01:22:33,766 --> 01:22:35,266
seminar or webinar, 

2887
01:22:35,266 --> 01:22:36,766
and I'm not clear about whether or not 

2888
01:22:36,766 --> 01:22:38,866
I have to complete this process."

2889
01:22:38,866 --> 01:22:41,000
So I think we probably so, just,

2890
01:22:41,000 --> 01:22:42,466
that was just kind of a smile there. 

2891
01:22:42,466 --> 01:22:44,366
But it goes on to say that 

2892
01:22:44,366 --> 01:22:45,066
this individual is 

2893
01:22:45,066 --> 01:22:46,666
an in-house paralegal 

2894
01:22:46,666 --> 01:22:49,100
who files trademark applications and renewals.

2895
01:22:50,033 --> 01:22:52,300
And as employee of the owner,

2896
01:22:52,300 --> 01:22:53,833
will I or the in-house 

2897
01:22:53,833 --> 01:22:55,266
general counsel have to complete 

2898
01:22:55,266 --> 01:22:57,566
the identity verification process? 

2899
01:22:57,566 --> 01:22:59,266
You, as as the paralegal 

2900
01:22:59,266 --> 01:23:00,533
will be sponsored. 

2901
01:23:00,533 --> 01:23:02,000
Your in-house counsel 

2902
01:23:02,000 --> 01:23:03,200
will be the one that needs to 

2903
01:23:03,200 --> 01:23:04,533
do the identity verification.

2904
01:23:06,266 --> 01:23:08,100
-We'll definitely. 

2905
01:23:08,700 --> 01:23:10,500
We'll definitely have, you know, 

2906
01:23:10,500 --> 01:23:11,900
a more, deeper dive 

2907
01:23:11,900 --> 01:23:14,166
into sort of these individual status,

2908
01:23:14,966 --> 01:23:16,600
you know, "What can I do? 

2909
01:23:16,600 --> 01:23:18,766
How should I select my role?"

2910
01:23:18,766 --> 01:23:19,833
Things like that. 

2911
01:23:19,833 --> 01:23:20,733
We will have more 

2912
01:23:20,733 --> 01:23:23,500
information on that coming. 

2913
01:23:23,566 --> 01:23:25,766
We've thrown a lot at you so far 

2914
01:23:25,766 --> 01:23:28,600
today, and we just don't want to 

2915
01:23:28,600 --> 01:23:28,966
sort of 

2916
01:23:28,966 --> 01:23:30,033
get out ahead of any of this 

2917
01:23:30,033 --> 01:23:31,500
other information and miss, 

2918
01:23:31,500 --> 01:23:32,033
you know, miss it 

2919
01:23:32,033 --> 01:23:33,666
by trying to address, 

2920
01:23:33,666 --> 01:23:34,966
you know, specific use cases. 

2921
01:23:34,966 --> 01:23:37,633
But but we will save these questions

2922
01:23:38,000 --> 01:23:38,800
and we'll try to make sure 

2923
01:23:38,800 --> 01:23:40,000
that we have answers 

2924
01:23:40,000 --> 01:23:43,133
for all of them in the future. 

2925
01:23:48,433 --> 01:23:50,233
Someone. 

2926
01:23:50,966 --> 01:23:52,866
It's more of a status update. 

2927
01:23:52,866 --> 01:23:54,133
They said, "While you were talking, 

2928
01:23:54,133 --> 01:23:55,200
I logged into my account 

2929
01:23:55,200 --> 01:23:56,600
and I saw that I couldn't 

2930
01:23:56,600 --> 01:23:57,866
update my name. 

2931
01:23:57,866 --> 01:24:00,333
So that means I'm verified, right?" Yes. 

2932
01:24:00,333 --> 01:24:01,200
Yes, it should mean 

2933
01:24:01,200 --> 01:24:02,100
that you're verified.

2934
01:24:04,100 --> 01:24:05,966
I'm not aware of any other 

2935
01:24:05,966 --> 01:24:06,833
any other action 

2936
01:24:06,833 --> 01:24:08,300
that would happen on that. 

2937
01:24:08,300 --> 01:24:09,600
Even if you, 

2938
01:24:09,600 --> 01:24:11,133
if we would freeze an account 

2939
01:24:11,133 --> 01:24:11,633
for some reason, 

2940
01:24:11,633 --> 01:24:13,600
it wouldn't just freeze the name. 

2941
01:24:13,600 --> 01:24:14,466
So if only the name 

2942
01:24:14,466 --> 01:24:15,833
fields are grayed out 

2943
01:24:15,833 --> 01:24:17,000
and can't be changed, 

2944
01:24:17,000 --> 01:24:18,000
then that means that account 

2945
01:24:18,000 --> 01:24:20,100
is currently verified. 

2946
01:24:21,266 --> 01:24:24,466
-Matt, here's a question about ID.me.

2947
01:24:24,533 --> 01:24:25,666
I think you'll probably know 

2948
01:24:25,666 --> 01:24:26,900
this. "Will beard versus 

2949
01:24:26,900 --> 01:24:29,000
no beard matter for the selfie

2950
01:24:29,500 --> 01:24:30,500
photo comparison?" 

2951
01:24:30,500 --> 01:24:31,266
And I guess it just 

2952
01:24:31,266 --> 01:24:32,700
depends on whether or not 

2953
01:24:32,700 --> 01:24:34,033
the system can identify. 

2954
01:24:34,033 --> 01:24:35,466
Is that correct?

2955
01:24:36,733 --> 01:24:38,000
You'll probably end up going to the 

2956
01:24:38,000 --> 01:24:38,633
to the trusted 

2957
01:24:38,633 --> 01:24:41,800
referee if it can't, but. 

2958
01:24:41,800 --> 01:24:43,800
-Yeah, yeah, we did ask them

2959
01:24:43,800 --> 01:24:45,166
and they said 

2960
01:24:45,166 --> 01:24:46,766
surprisingly, facial hair 

2961
01:24:46,766 --> 01:24:48,066
did not have a big impact 

2962
01:24:48,066 --> 01:24:49,266
on the accuracy of the system.

2963
01:24:50,433 --> 01:24:50,966
So 

2964
01:24:52,100 --> 01:24:53,466
if you have grown a mighty beard, 

2965
01:24:53,466 --> 01:24:55,333
please do not shave it just for ID 

2966
01:24:55,333 --> 01:24:57,366
verification. Keep it. 

2967
01:24:57,366 --> 01:25:00,300
But I believe then that is the case.

2968
01:25:00,300 --> 01:25:01,633
If it is far enough off 

2969
01:25:01,633 --> 01:25:03,933
that it wouldn't be able to, then yes.

2970
01:25:04,900 --> 01:25:05,733
But again, 

2971
01:25:05,733 --> 01:25:06,866
the facial recognition 

2972
01:25:06,866 --> 01:25:08,100
component in our experience 

2973
01:25:08,100 --> 01:25:10,266
has been pretty accurate. 

2974
01:25:10,666 --> 01:25:11,333
I 

2975
01:25:11,566 --> 01:25:14,066
I did not I did not do the beard test. 

2976
01:25:14,066 --> 01:25:15,066
So. 

2977
01:25:16,633 --> 01:25:18,366
In most cases, 

2978
01:25:18,366 --> 01:25:20,966
the facial hair, hairstyle, 

2979
01:25:20,966 --> 01:25:23,600
lighting, um, 

2980
01:25:23,600 --> 01:25:24,800
even skin tone should 

2981
01:25:24,800 --> 01:25:26,666
not matter greatly. 

2982
01:25:26,666 --> 01:25:28,733
Um, it's it's looking at 

2983
01:25:28,733 --> 01:25:29,933
different parts of the face. 

2984
01:25:29,933 --> 01:25:30,466
As long as there's 

2985
01:25:30,466 --> 01:25:32,100
sufficient contrast in the photo 

2986
01:25:32,100 --> 01:25:34,000
to find those points and match them. 

2987
01:25:34,000 --> 01:25:36,366
Then that's what it's matching on. 

2988
01:25:36,366 --> 01:25:38,433
But if if, uh, if 

2989
01:25:38,433 --> 01:25:39,400
it is not working, then yeah, 

2990
01:25:39,400 --> 01:25:41,133
you have to go to the trusted referee. 

2991
01:25:41,133 --> 01:25:43,300
We've we've had some people

2992
01:25:43,866 --> 01:25:45,333
have issues, for example, with glare 

2993
01:25:45,333 --> 01:25:46,500
or holograms that they couldn't 

2994
01:25:46,500 --> 01:25:47,200
get a good picture of. 

2995
01:25:47,200 --> 01:25:48,666
Those might also 

2996
01:25:48,666 --> 01:25:49,966
impact your proofing, 

2997
01:25:49,966 --> 01:25:51,933
and you may need to go in person 

2998
01:25:51,933 --> 01:25:53,066
or switch IDs. 

2999
01:25:53,066 --> 01:25:55,566
Switch to a passport if your state ID

3000
01:25:55,700 --> 01:25:57,600
or driver's license has 

3001
01:25:57,600 --> 01:25:58,533
excessive holograms 

3002
01:25:58,533 --> 01:25:59,500
sort of all over the picture, 

3003
01:25:59,500 --> 01:26:00,400
and it can't be picked up.

3004
01:26:02,933 --> 01:26:04,166
-All right, guys. 

3005
01:26:04,166 --> 01:26:05,366
Well, we are just about 

3006
01:26:05,366 --> 01:26:07,366
to the end of time. 

3007
01:26:07,366 --> 01:26:08,933
No, literally the end of time. 

3008
01:26:08,933 --> 01:26:11,266
No, the end of the webinar time anyway. 

3009
01:26:11,266 --> 01:26:12,966
So thank you very much, 

3010
01:26:12,966 --> 01:26:14,200
guys, for all your 

3011
01:26:14,200 --> 01:26:16,133
great answers to these. 

3012
01:26:16,133 --> 01:26:16,866
For those of you 

3013
01:26:16,866 --> 01:26:17,866
who have sent in questions, 

3014
01:26:17,866 --> 01:26:19,533
I mean, I can't even count 

3015
01:26:19,533 --> 01:26:20,766
how many there are. 

3016
01:26:20,766 --> 01:26:22,300
And so we clearly have not been able 

3017
01:26:22,300 --> 01:26:23,433
to get to all of them. 

3018
01:26:23,433 --> 01:26:24,733
I mean, the good news is that a lot of 

3019
01:26:24,733 --> 01:26:25,633
you are asking questions 

3020
01:26:25,633 --> 01:26:26,333
that are around the 

3021
01:26:26,333 --> 01:26:27,600
same sort of topics. 

3022
01:26:27,600 --> 01:26:31,266
So hopefully the answers that Matt and

3023
01:26:31,500 --> 01:26:32,566
and Greg just gave 

3024
01:26:32,566 --> 01:26:34,833
you are going to be helpful

3025
01:26:34,833 --> 01:26:35,800
to you and answer 

3026
01:26:35,800 --> 01:26:36,833
your specific question, 

3027
01:26:36,833 --> 01:26:38,266
even if your actual question 

3028
01:26:38,266 --> 01:26:40,000
didn't get read out loud. 

3029
01:26:40,000 --> 01:26:40,900
And as the guys mentioned, 

3030
01:26:40,900 --> 01:26:41,933
we are going to be putting together 

3031
01:26:41,933 --> 01:26:43,066
some FAQs 

3032
01:26:43,066 --> 01:26:45,000
to answer these things as well. 

3033
01:26:45,000 --> 01:26:46,666
So lots of questions 

3034
01:26:46,666 --> 01:26:48,100
and obviously we apologize. 

3035
01:26:48,100 --> 01:26:49,033
We've been unable 

3036
01:26:49,033 --> 01:26:49,900
to get to all of them. 

3037
01:26:49,900 --> 01:26:51,400
But with just such a huge 

3038
01:26:51,400 --> 01:26:52,600
amount of people 

3039
01:26:52,600 --> 01:26:53,300
showing up today, 

3040
01:26:53,300 --> 01:26:55,266
there are a lot of questions coming in. 

3041
01:26:55,266 --> 01:26:56,200
So we're going to be answering 

3042
01:26:56,200 --> 01:26:57,400
them as best we can. 

3043
01:26:57,400 --> 01:26:58,233
Even if you don't get 

3044
01:26:58,233 --> 01:26:59,666
a specific individual 

3045
01:26:59,666 --> 01:27:00,833
answer to your email, 

3046
01:27:00,833 --> 01:27:02,200
hopefully we're going to be able 

3047
01:27:02,200 --> 01:27:03,700
to answer your question 

3048
01:27:03,700 --> 01:27:04,866
through postings on the website 

3049
01:27:04,866 --> 01:27:06,466
and things like that. 

3050
01:27:06,466 --> 01:27:07,933
So once again, thank you very much 

3051
01:27:07,933 --> 01:27:09,300
for being here today. 

3052
01:27:09,300 --> 01:27:10,733
In just a couple of minutes, 

3053
01:27:10,733 --> 01:27:11,200
you're probably going 

3054
01:27:11,200 --> 01:27:13,500
to receive an email from Eventbrite.

3055
01:27:14,300 --> 01:27:15,633
So all of you who registered 

3056
01:27:15,633 --> 01:27:16,266
through Eventbrite, 

3057
01:27:16,266 --> 01:27:18,366
you're going to be receiving this email 

3058
01:27:18,366 --> 01:27:20,033
and in it will be a link, 

3059
01:27:20,033 --> 01:27:21,366
should be a link to a survey 

3060
01:27:21,366 --> 01:27:23,433
to let us know how we did today. 

3061
01:27:23,433 --> 01:27:24,200
I know that there's 

3062
01:27:24,200 --> 01:27:25,633
a lot of information, 

3063
01:27:25,633 --> 01:27:26,866
but we always like to hear from you. 

3064
01:27:26,866 --> 01:27:27,700
We like to hear, you know, 

3065
01:27:27,700 --> 01:27:28,600
what was working for you? 

3066
01:27:28,600 --> 01:27:30,566
What are things that you were hoping 

3067
01:27:30,566 --> 01:27:31,266
that we could do a little bit 

3068
01:27:31,266 --> 01:27:32,700
better on in the future? 

3069
01:27:32,700 --> 01:27:35,066
We do look at all those results. 

3070
01:27:35,066 --> 01:27:37,033
So we want to do our best to make sure 

3071
01:27:37,033 --> 01:27:37,866
that you have the 

3072
01:27:37,866 --> 01:27:39,066
information that you need 

3073
01:27:39,066 --> 01:27:41,433
in order to make your trademark life 

3074
01:27:41,433 --> 01:27:43,466
as livable as possible.

3075
01:27:43,733 --> 01:27:44,566
So once again, thank you 

3076
01:27:44,566 --> 01:27:46,200
very much for being here. 

3077
01:27:46,200 --> 01:27:48,000
Thank you very much to Matt 

3078
01:27:48,000 --> 01:27:49,366
and to Greg for their 

3079
01:27:49,366 --> 01:27:50,600
presentations today, 

3080
01:27:50,600 --> 01:27:51,400
and we look forward 

3081
01:27:51,400 --> 01:27:53,066
to connecting with you 

3082
01:27:53,066 --> 01:27:54,200
going forward, 

3083
01:27:54,200 --> 01:27:55,700
and I hope you have a great day 

3084
01:27:55,700 --> 01:27:56,800
and a great holiday season. 

3085
01:27:56,800 --> 01:27:58,066
Thanks so much for being here. 

3086
01:27:58,066 --> 01:27:58,433
Take care.