<div dir="ltr"><div>Did you record the inventor -> company assignment first?</div><div><br></div><div>Once you've done that, THEN you need --</div><div> -- change of applicant (that's the thing that's missing from your list above)</div><div> -- the other things in your list (you probably don't need "change of correspondence address" -- presumably the Power of Attorney is in favor of a customer number and the CN has a correspondence address)</div><div><br></div><div>Remember what "applicant" is under post-AIA law -- the one and only person that the PTO is to take orders from. The PTO's CYA has to be "we don't pay no attention to nobody else, just 'applicant.'". If you didn't change "applicant" then a Power of Attorney from the company looks like instructions from the far side of the moon.</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Fri, Sep 26, 2025 at 11:35\u202fAM Katherine Koenig via Patentpractice <<a href="mailto:patentpractice@oppedahl-lists.com" target="_blank">patentpractice@oppedahl-lists.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>
<div lang="EN-US">
<div>
<p class="MsoNormal"><span style="font-size:11pt">Happy Friday everyone, <u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">I\u2019m hoping someone can give me a checklist of exactly which documents I need to file to have my customer number associated with an issued patent that my client has acquired (after issuance) so it\u2019s visible
in my Patent Center workbench and so I receive post-issuance communications. <u></u>
<u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">Patent issued in name of individual
</span><span style="font-size:11pt;font-family:Wingdings">ā</span><span style="font-size:11pt"> individual assigned to my client, \u201cCompany\u201d (after issuance)
</span><span style="font-size:11pt;font-family:Wingdings">ā</span><span style="font-size:11pt"> client asked me handle the case moving forward. Receiving maintenance fee correspondence is really all I need to accomplish, but I would also like to be listed
as the attorney of record. I want to be able to search for this patent in my Patent Center workbench and have it appear, instead of requiring me to do a general search in Patent Center.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">Below is the list of documents I filed, but they were rejected because the person attempting to chance the POA isn\u2019t the applicant of record.
<u></u><u></u></span></p>
<ul style="margin-top:0in" type="disc">
<li style="margin-left:0in"><span style="font-size:11pt">POA (PTO/AIA81A) signed by Company<u></u><u></u></span></li><li style="margin-left:0in"><span style="font-size:11pt">Copy of the Assignment Notice of Recordation from individual
</span><span style="font-size:11pt;font-family:Wingdings">ā</span><span style="font-size:11pt"> Company<u></u><u></u></span></li><li style="margin-left:0in"><span style="font-size:11pt">3.73 Statement (signed by me as representative)<u></u><u></u></span></li><li style="margin-left:0in"><span style="font-size:11pt">\u201cFee Address\u201d Indication Form (PTO/AIA/47) (signed by me as representative)
<u></u><u></u></span></li><li style="margin-left:0in"><span style="font-size:11pt">Change of Correspondence Address (Patent) (PTO/AIA/123) (signed by me as representative)
<u></u><u></u></span></li></ul>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">AAU sent me to the Maintenance Fee Branch, which sent me back to AAU. AAU first said I needed a Corrected ADS (wrong, patent had already issued) and then said I needed a certificate of correction (wrong,
I don\u2019t need to correct anything on the patent). Maintenance Fee Branch told me I need POA from the applicant (patentee) to change correspondence/maintenance fee addresses.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">Was my mistake filing the POA and 3.73? Should I have just filed the AIA/47 and AIA/123? Timothy (and others), thank you for your advice about simply refiling the same documents I\u2019d already filed (and maybe
that\u2019s what I\u2019ll end up doing). I\u2019d like to avoid this issue in the future by filing exactly what will be accepted so my clients don\u2019t think I need early retirement
</span><span style="font-size:11pt;font-family:"Segoe UI Emoji",sans-serif">\U0001f60a</span><span style="font-size:11pt">
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">Best regards,<span><u></u><u></u></span></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">Katherine<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">Dr. Katherine Koenig<u></u><u></u></span></p>
<p class="MsoNormal"><i><span style="font-family:"Calibri",sans-serif;color:black">Registered Patent Attorney<u></u><u></u></span></i></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">Koenig IP Works, PLLC<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">2208 Mariner Dr.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">Fort Lauderdale, FL 33316<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Corbel",sans-serif;color:black">(954) 903-1699<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Corbel",sans-serif;color:black"><a href="mailto:katherine@koenigipworks.com" target="_blank"><span style="color:blue">katherine@koenigipworks.com</span></a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Corbel",sans-serif;color:black"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:black"><img border="0" width="154" height="41" style="width: 1.6041in; height: 0.427in;" id="m_-7517705520304998699m_-6653135406350647718Picture_x0020_2" src="cid:ii_19986b299024cff311"></span><span style="font-family:"Calibri",sans-serif;color:black"><u></u><u></u></span></p>
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