General Requirements Bulletin
Individuals seeking registration or recognition must meet the requirements of 37 CFR § 11.7, including the legal, scientific, and technical qualifications, as well as good moral character and reputation. General instructions for demonstrating possession of the necessary qualifications can be found in the General Requirements Bulletin. The bulletin also contains information regarding applicable fees and includes the application form (PTO 158) and credit card authorization form (PTO 2038)
Application and Registration Process
INITIAL STEPS:
The registration process begins with submission of an application to practice before the USPTO in patent matters (apply online using the Applicant Portal or PTO 158 form) along with i) a $110.00 non-refundable application fee, ii) a $210.00 registration examination fee, and iii) required information to show the necessary scientific and technical qualifications. These are described in detail in the General Requirements Bulletin.
OED will then review your application. This typically takes 4 weeks or less. If the material you submitted is complete and sufficiently demonstrates that you have the necessary scientific and technical qualifications, you will receive a notice of admission. The notice will include a time period for you to schedule and take the examination at a commercial test center of your choosing. This time period is generally about 90 days from the admission date. The commercial test center will collect an additional fee at the time you schedule the examination. Ninety-day extensions of the time period are available for a fee, but please note that Prometric may charge a separate fee for rescheduling the examination.
If your application is incomplete, OED will send you a detailed explanation by letter and give you 60 days to file additional information.
If your application is disapproved, OED will send a detailed explanation for the disapproval by letter. The $210.00 registration examination fee will be refunded; however, the $110.00 application fee is non-refundable.
TAKING THE EXAM:
The examination is 100 multiple-choice questions administered over two three-hour sessions. Fifty (50) questions will be asked in a three-hour morning session, and fifty (50) questions will be asked in a three-hour afternoon session. Each question has five answer choices. Ten (10) of the 100 questions are unscored beta questions. The reference materials tested will be available on the computer delivering the examination questions. To pass the examination, you must correctly answer sixty three (63) of the ninety (90) scored questions (i.e., 70% of the scored questions).
Ordinarily, you will receive unofficial test results at the test center immediately upon completing your examination. You will receive official notice of results from the USPTO, generally within 5 business days from the date you complete the examination.
If you pass, you will receive a notice stating that you passed the examination and further instructions for completing the registration process. You must complete the Data Sheet and Oath or Affirmation forms and submit them to OED along with the $210.00 registration fee within 2 years of mailing of the notice of results or you will be required to retake the registration examination. Upon satisfactory completion of a moral character investigation and receipt of the completed Data Sheet and Oath or Affirmation, you will be registered as a patent agent or design patent agent, depending on scientific and technical criteria. If you are an attorney and file a certificate of good standing issued within the past six months from the highest court of a state with your Data Sheet form, you will be registered as a patent attorney or design patent agent, depending on scientific and technical criteria. Please note: You may not hold yourself out as a registered practitioner until OED has given your application final approval.
If you do not pass the examination, you will be notified of your score and receive information on how to schedule an optional review session at the commercial review center of your choice. During the review session, you will be able to review the scored questions you answered incorrectly. Questions answered correctly and questions skipped/not answered are not reviewable. Review sessions are two and one half (2.5) hours long. The cost of the review session is payable to Prometric. You have 60 days from the mailing of the notice of results to schedule and complete your review session.
For the next six months and until further notice, the USPTO has temporarily waived under 37 CFR § 11.3(a) the provisions of 37 CFR § 11.7(b)(2) relating to the requirement for applicants for the registration examination to (1) wait an additional period of time between attempts to take the examination and (2) not take the examination more than five times except by petition to the OED Director. When this waiver expires, applicants will be required to comply with (1) the wait period and (2) the requirement for a petition for “attempts after the fifth attempt,” i.e., a sixth attempt (or more). At that point, in order to retake the examination after the fifth attempt, an applicant would be required to submit a petition in which they must demonstrate preparedness to take and pass the examination, must include the appropriate fee, and must file in a timely manner.
You may reapply for admission to the examination by submitting the applicable form and fees. Upon reapplication, you will not be required to submit any supporting documents previously furnished to OED. You must, however, update previous responses if there has been a change.
REGISTRATION PROCESS:
Final approval for registration is subject to the determination by the OED Director that the person seeking registration is of good moral character and reputation. As part of the initial application process, you must fully complete the background information section of the application which is used for the moral character evaluation. Additionally, pursuant to 37 C.F.R. § 11.8(a), OED publishes the names and postal addresses of individuals who have passed the examination and are seeking registration or recognition to practice before the USPTO in order to solicit information concerning the individual's good moral character and reputation. The period for comment is 45 days.
In the absence of evidence of a lack of good moral character and reputation, you will receive your certificate of registration and welcome letter generally 3 months after passing the examination. Your name and correspondence address will be published in the Roster of Agents and Attorneys.