<div dir="ltr"><div dir="ltr"><div>Dale (cc to list serve) - Yes. My forms in my zip file available on my website contains a sequence of forms in a single pdf file, and the forms include a SE and plural ME home brew forms. See the document named "D_A_P_SE_ME_IDS_ADS" in wpd, pdf, and rtf formats for your copying and modifying pleasure, in the zip file downloadable from this URl: <a href="https://www.neifeld.com/forms.html">https://www.neifeld.com/forms.html</a></div><div><br></div><div>The
D_A_P_SE_ME_IDS_ADS refers to Dec-Assignment, Power, Small Entity, MicroEntity, Information Disclosure Statement, Application Data Sheet, so that one document includes all those homebrew forms in the sequence they appear in the filename.</div><div><br></div><div>I would appreciate anyone using them as templates to suggest improvements (or, g_d forbid, errors). Thanks, RICK</div><div><br></div><div><br></div><div><br></div></div><br><div class="gmail_quote gmail_quote_container"><div dir="ltr" class="gmail_attr">On Wed, Sep 3, 2025 at 4:07\u202fPM Dale Quisenberry <<a href="mailto:dale@quisenberrylaw.com">dale@quisenberrylaw.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div class="msg-4017448231666336429">
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<p class="MsoNormal"><span style="font-size:12pt;font-family:"Arial",sans-serif">Thanks for sharing this, Rick.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Arial",sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Arial",sans-serif">I know you have shared various forms in the past.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Arial",sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Arial",sans-serif">Do you have a discussion of small entity status in your engagement letter?<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Arial",sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Arial",sans-serif">Do you have a form letter or email you send the client explain what it means and have them sign off? You mentioned a signature. Is that a hard copy
coming back or electronically?<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Arial",sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Arial",sans-serif">Thanks again for sharing your experience and passing on the torch of knowledge!<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Arial",sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Arial",sans-serif">Dale<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Arial",sans-serif"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt;font-family:"Arial",sans-serif">C. Dale Quisenberry<u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt;font-family:"Arial",sans-serif">Quisenberry Law PLLC<u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt;font-family:"Arial",sans-serif">13910 Champion Forest Drive, Suite 203<u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt;font-family:"Arial",sans-serif">Houston, Texas 77069<u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt;font-family:"Arial",sans-serif">(832) 680.5000 (office)<u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt;font-family:"Arial",sans-serif">(832) 680.1000 (mobile)<u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt;font-family:"Arial",sans-serif">(832) 680.5555 (facsimile)<u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt;font-family:"Arial",sans-serif"><a href="http://www.quisenberrylaw.com" target="_blank"><span style="color:rgb(5,99,193)">www.quisenberrylaw.com</span></a><u></u><u></u></span></p>
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<p class="MsoNormal" style="margin-bottom:12pt"><b><span style="font-size:12pt;color:black">From:
</span></b><span style="font-size:12pt;color:black">Patentpractice <<a href="mailto:patentpractice-bounces@oppedahl-lists.com" target="_blank">patentpractice-bounces@oppedahl-lists.com</a>> on behalf of Rick Neifeld via Patentpractice <<a href="mailto:patentpractice@oppedahl-lists.com" target="_blank">patentpractice@oppedahl-lists.com</a>><br>
<b>Date: </b>Wednesday, 3 September 2025 at 3:03</span><span style="font-size:12pt;font-family:"Arial",sans-serif;color:black">\u202f</span><span style="font-size:12pt;color:black">pm<br>
<b>To: </b>For patent practitioners. This is not for laypersons to seek legal advice. <<a href="mailto:patentpractice@oppedahl-lists.com" target="_blank">patentpractice@oppedahl-lists.com</a>><br>
<b>Cc: </b>Rick Neifeld <<a href="mailto:richardneifeld@gmail.com" target="_blank">richardneifeld@gmail.com</a>><br>
<b>Subject: </b>Re: [Patentpractice] Maintenance Fees - Entity Status Changed by USPTO?<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:12pt">1. I require at least a written acknowledgement from a client (or in the case of a client having a local agent, from the local agent) that they are aware of the small entity status requirements and after factual
investigation confirm that the patent is still entitled to small entity status. For direct clients, I normally require a newly signed SE form before making a maintenance fee payment on their behalf. <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-size:12pt">That does not moot PatentCenter sub slientio having changed entity status, but it puts the factual investigation and conclusions where they should be; with the person having personal knowledge of the facts.<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-size:12pt">2. I wonder of PatentCenter has implemented some algorithm to automatically remove SE status from all patents owned by an entity if someone pays a MF for one patent owned by that entity at the non SE rate.
Call me slightly paranoid of USPTO actions, ever since the DOCX requirement.<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-size:12pt">On Wed, Sep 3, 2025 at 2:23</span><span style="font-size:12pt;font-family:"Arial",sans-serif">\u202f</span><span style="font-size:12pt">PM Suzannah K. Sundby via Patentpractice <<a href="mailto:patentpractice@oppedahl-lists.com" target="_blank">patentpractice@oppedahl-lists.com</a>>
wrote:<u></u><u></u></span></p>
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<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt">Of course\u2026 but I imagine some patentees who use maintenance fee vendors might claim they made an innocent mistake/oversight\u2026 but if they
have to actively/purposefully change the entity status back to small entity in <span class="m_-4017448231666336429m-4347004639869710653spelle">
PatentCrapper</span>, one can\u2019t really claim an innocent oversight.<u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt"> <u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt">Hence, why I wonder if the USPTO might be purposefully changing to large entity to force one to have to actively change to small\u2026 then
if small entity is wrongly claimed, the USPTO can levy the significant penalty and even invalidate the patent.<u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt"> <u></u><u></u></span></p>
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<p class="MsoNormal"><span lang="EN-US" style="font-family:"Century Gothic",sans-serif;color:black"><a href="http://www.linkedin.com/in/ssundby/" target="_blank"><span style="color:black;text-decoration:none">Suzannah
K. Sundby</span></a></span><span lang="EN-US" style="font-family:"Century Gothic",sans-serif">
<b><span style="color:rgb(0,0,204)">|</span></b> Partner</span><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
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+ lortz</span><span style="font-size:8pt;font-family:"Century Gothic",sans-serif;text-decoration:none">
<span style="font-variant:small-caps">LLP</span></span></a></span><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:9pt;font-family:"Century Gothic",sans-serif">1050 30th Street, NW</span><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
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<p class="MsoNormal" style="margin-top:4pt"><span lang="EN-US" style="font-size:9pt;font-family:"Century Gothic",sans-serif">T: 202.486.8020</span><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:9pt;font-family:"Century Gothic",sans-serif">F: 202.540.8020</span><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span lang="EN-US" style="font-size:11pt;font-family:"Calibri",sans-serif">From:</span></b><span lang="EN-US" style="font-size:11pt;font-family:"Calibri",sans-serif"> Roger
Browdy <Roger.Browdy@FisherBroyles.com> <br>
<b>Sent:</b> Wednesday, September 3, 2025 2:09 PM<br>
<b>To:</b> For patent practitioners. This is not for laypersons to seek legal advice. <<a href="mailto:patentpractice@oppedahl-lists.com" target="_blank">patentpractice@oppedahl-lists.com</a>><br>
<b>Cc:</b> Suzannah K. Sundby <<a href="mailto:suzannah@canadylortz.com" target="_blank">suzannah@canadylortz.com</a>><br>
<b>Subject:</b> RE: Maintenance Fees - Entity Status Changed by USPTO?</span><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt"> <u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt">Of course, you are well aware that the rules require that you check that small entity still applies each time to pay a maintenance fee,
whether the PTO has previously recognized it as a small entity or not.<u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt"> <u></u><u></u></span></p>
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<p class="MsoNormal"><b><span lang="EN-US" style="font-size:12pt;font-family:Helvetica;color:black">Roger L. Browdy</span></b><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt;font-family:Helvetica;color:black">Partner </span><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
<p class="MsoNormal" style="margin-bottom:7.5pt"><span lang="EN-US" style="font-size:12pt;font-family:Helvetica;color:rgb(23,71,158)">_____________________________________________ </span><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
<p class="MsoNormal"><b><span lang="EN-US" style="font-size:12pt;font-family:Helvetica;color:rgb(23,71,158)">FisherBroyles, LLP</span></b><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt;font-family:Helvetica;color:rgb(23,71,158)">direct: +1 202-277-5198</span><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span lang="EN-US" style="font-size:11pt;font-family:"Calibri",sans-serif">From:</span></b><span lang="EN-US" style="font-size:11pt;font-family:"Calibri",sans-serif"> Patentpractice
<<a href="mailto:patentpractice-bounces@oppedahl-lists.com" target="_blank">patentpractice-bounces@oppedahl-lists.com</a>>
<b>On Behalf Of </b>Suzannah K. Sundby via Patentpractice<br>
<b>Sent:</b> Wednesday, September 3, 2025 8:41 AM<br>
<b>To:</b> <a href="mailto:patentpractice@oppedahl-lists.com" target="_blank">patentpractice@oppedahl-lists.com</a><br>
<b>Cc:</b> Suzannah K. Sundby <<a href="mailto:suzannah@canadylortz.com" target="_blank">suzannah@canadylortz.com</a>><br>
<b>Subject:</b> Re: [Patentpractice] Maintenance Fees - Entity Status Changed by USPTO?</span><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt"> <u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt">Which btw if this is what the USPTO is doing\u2026 it\u2019s a totally sh*tty move as it will require significant bullsh*t paperwork/unbillable
time.<u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt"> <u></u><u></u></span></p>
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<p class="MsoNormal"><span lang="EN-US" style="font-family:"Century Gothic",sans-serif;color:black"><a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.linkedin.com_in_ssundby_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=7yDyUE5lzuruhwIvS68v9eFQKnrJuSrXb1MxDfvR_V8&m=8wFZLFNF4_wLb-PNI6ALwm82yFuMK2gz3L2RESKcBuUxfXHzIFZ0fe1DtRD3HVxE&s=JFys10_4BIgCqV30L_nUUSnym5rCP1KjEcKYVsLJOGc&e=" target="_blank"><span style="color:black;text-decoration:none">Suzannah
K. Sundby</span></a></span><span lang="EN-US" style="font-family:"Century Gothic",sans-serif">
<b><span style="color:rgb(0,0,204)">|</span></b> Partner</span><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
<p class="MsoNormal" style="margin-top:4pt"><span lang="EN-US" style="font-size:11pt;color:rgb(0,0,204)"><a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.canadylortz.com_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=7yDyUE5lzuruhwIvS68v9eFQKnrJuSrXb1MxDfvR_V8&m=8wFZLFNF4_wLb-PNI6ALwm82yFuMK2gz3L2RESKcBuUxfXHzIFZ0fe1DtRD3HVxE&s=SCL5Jt-D2aERaiZrQbVc1EFnEYP-3q0lge0m4PWN4FE&e=" target="_blank"><span style="font-size:10pt;font-family:"Century Gothic",sans-serif;text-decoration:none">canady
+ lortz</span><span style="font-size:8pt;font-family:"Century Gothic",sans-serif;text-decoration:none">
<span style="font-variant:small-caps">LLP</span></span></a></span><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:9pt;font-family:"Century Gothic",sans-serif">1050 30th Street, NW</span><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:9pt;font-family:"Century Gothic",sans-serif">Washington, DC 20007</span><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
<p class="MsoNormal" style="margin-top:4pt"><span lang="EN-US" style="font-size:9pt;font-family:"Century Gothic",sans-serif">T: 202.486.8020</span><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span lang="EN-US" style="font-size:11pt;font-family:"Calibri",sans-serif">From:</span></b><span lang="EN-US" style="font-size:11pt;font-family:"Calibri",sans-serif"> Suzannah
K. Sundby <br>
<b>Sent:</b> Wednesday, September 3, 2025 8:39 AM<br>
<b>To:</b> <a href="mailto:patentpractice@oppedahl-lists.com" target="_blank">patentpractice@oppedahl-lists.com</a><br>
<b>Subject:</b> Maintenance Fees - Entity Status Changed by USPTO?</span><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt"> <u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt">The first maintenance fee is due in a patent. The client asked me to change it to small entity so their vendor can pay the small entity
maintenance fee.<u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt"> <u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt">I checked my records and PatentCrapper. The application was filed as small entity and the issue fee was also paid as small entity, and
at no time did we change the entity status to Large.<u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt"> <u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt">Yet, strangely, PatentCrapper shows the entity status as being Regular Undiscounted.<u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt"> <u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt">Has this happened to anyone else?<u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt"> <u></u><u></u></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:12pt">I wonder if the USPTO has decided to automatically change entity status to large for patentees who are companies (not obviously research
institutions) to force one to reassert small entity status when paying maintenance fees\u2026 and thereby having grounds for applying the severe penalties for incorrect assertions\u2026<u></u><u></u></span></p>
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<p class="MsoNormal"><span lang="EN-US" style="font-family:"Century Gothic",sans-serif;color:black"><a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.linkedin.com_in_ssundby_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=7yDyUE5lzuruhwIvS68v9eFQKnrJuSrXb1MxDfvR_V8&m=8wFZLFNF4_wLb-PNI6ALwm82yFuMK2gz3L2RESKcBuUxfXHzIFZ0fe1DtRD3HVxE&s=JFys10_4BIgCqV30L_nUUSnym5rCP1KjEcKYVsLJOGc&e=" target="_blank"><span style="color:black;text-decoration:none">Suzannah
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<b><span style="color:rgb(0,0,204)">|</span></b> Partner</span><span lang="EN-US" style="font-size:12pt"><u></u><u></u></span></p>
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</div></blockquote></div><div><br clear="all"></div><br><span class="gmail_signature_prefix">-- </span><br><div dir="ltr" class="gmail_signature"><div dir="ltr"><div>Best regards</div><div>Rick Neifeld, J.D., Ph.D. <br></div><div>Neifeld IP Law PLLC<br></div><div>9112 Shearman Street, Fairfax VA 22032</div><div>Mobile: 7034470727<br></div><div>Email: <a href="mailto:RichardNeifeld@gmail.com" target="_blank">RichardNeifeld@gmail.com</a>; <br></div><div><br><br></div></div></div></div>