Learn how to report official power of attorney notifications on the iPify platform
Contents:
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Extensions on filing power of attorney form(s)
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PTO notifications indicating the deadline to file the power of attorney form(s)
There are several workflow tasks linked to reporting the filing of the power of attorney forms or to the reporting of the notifications. These are listed below.
Extensions on filing power of attorney form(s)
In the jurisdictions where a request for an extension of filing the power of attorney form(s) is possible, the tasks are:
Report filing of power of attorney form(s)
The purpose of this task is to report the filing of the power of attorney form(s) or to ask for an extension on filing the power of attorney form.
🗒️Note:
This task is made available when the parameter “Power of attorney form(s)/General power of attorney form(s) filed with validation” is set to “No” in the task “Report validation filing”.
Scenario 1 - No need to request an extension:
You have received the power of attorney form(s) and therefore there is no need to request an extension since you have filed the power of attorney form(s) before the official deadline.
The parameters should be filled in/selected as follows:
- “Request for extension for filing the power of attorney form(s)” is turned to “No” since there is no need to request an extension.
- “Deadline to file power of attorney form(s)” is already filled in with the date inputted in the previous task “Report validation filing”. This parameter is only relevant in certain jurisdictions.
- “Power of attorney form(s) received” is turned to “Yes” since you have received it/them.
🗒️Note:
When this parameter is turned to “Yes”, the parameter “Power of attorney form(s) received/General power of attorney form(s) filed” appears.
- “Power of attorney form(s) received/General power of attorney form(s) filed” is turned to “Yes” since you are reporting the filing.
🗒️Note:
When this parameter is turned to “Yes”, the parameter “Power of attorney form(s) received/General power of attorney form(s) filing date” appears.
- “Power of attorney form(s) received/General power of attorney form(s) filing date” has the date of the filing of the power of attorney form(s) inputted.
Scenario 2 - Need to request an extension:
You have not received the power of attorney form(s) and therefore a request for extension is required since the official deadline to file the power of attorney form(s) is fast approaching.
🗒️Note:
We will inform you when a request for an extension is required, ahead of the official deadline to file the power of attorney form(s), since we will liaise with the customer.
The parameters should be filled in/selected as follows:
- “Request for extension for filing the power of attorney form(s)” is turned to “Yes” since there is a need to request an extension.
- “Deadline to file power of attorney form(s)” is already filled in with the date inputted in the previous task “Report validation filing”. This parameter is only relevant in certain jurisdictions.
- “Power of attorney form(s) received” is turned to “No” since you haven’t received it/them.
Report grant of the first extension for filing POA form(s)
🗒️Note:
This task is made available when the parameter “Request for extension for filing the power of attorney form(s)” is set to “Yes” in the task “Report filing of POA form(s)”.
The purpose of this task is to report the grant of the first extension for filing POA form(s). This task is displayed for the jurisdictions where an extension on the filing of power of attorney form(s) is possible.
🗒️Note:
Before delivering the task, please upload the document confirming the extension.
The parameters should be filled in/selected as follows:
- “Deadline of first extension” needs to be filled in with the date of the new official deadline to file the power of attorney form(s).
- “Final extension” is turned to “No” if it is not the final extension and further extensions can be requested if necessary. On the other hand, it is turned to “Yes” if no further extensions can be requested.
Report filing of POA form(s)
🗒️Note:
This task is also made available when the parameter “Request for extension for filing the power of attorney form(s)” is set to “Yes” in the task “Report filing of POA form(s)”.
Please refer to Report filing of POA form(s) as this step will be the same with the only exception that the parameter “Deadline of first extension” displays the official deadline to file the power of attorney form(s) after requesting the first extension and the parameter “Second request for extension on filing the power of attorney form(s)” will be for the possible second request for extension.
Scenario 1 - No need to request a second extension:
Scenario 2 - Need to request a second extension:
Report grant of second extension for filing POA form(s)
🗒️Note:
This task is made available when the parameter “Second request for extension on filing the power of attorney form(s)” is set to “Yes” in the task “Report filing of POA form(s)”.
Please refer to "Report grant of first extension for filing POA form(s)" as this step will be the same with the only exception that it will be about the reporting of the second extension.
Report filing of POA form(s)
🗒️Note:
This task is also made available when the parameter “Second request for extension on filing the power of attorney form(s)” is set to “Yes” in the task “Report filing of POA form(s)”.
Please refer to "Report filing of POA form(s)" as this step will be the same with the only exceptions that the parameter “Deadline of second extension” displays the official deadline to file the power of attorney form(s) after requesting the second extension and the parameter “Third request for extension on filing the power of attorney form(s)” will be for the possible third request for extension.
Scenario 1 - No need to request a third extension:
Scenario 2 - Need to request a third extension:
Report grant of third extension for filing POA form(s)
🗒️Note:
This task is made available when the parameter “Third request for extension on filing the power of attorney form(s)” is set to “Yes” in the task “Report filing of POA form(s)”.
Please refer to "Report grant of first extension for filing POA form(s)" as this step will be the same with the only exception being that it will be about the reporting of the third extension.
Report filing of POA form(s)
🗒️Note:
This task is also made available when the parameter “Third request for extension on filing the power of attorney form(s)” is set to “Yes” in the task “Report filing of POA form(s)”.
Please refer to "Report filing of POA form(s)" as this step will be the same with the only exception that the parameter “Deadline of third extension” displays the official deadline to file the power of attorney form(s) after requesting the third extension.
If the third extension was the last possible extension, the parameter to request an extension no longer appears.
⚠️Warning:
In the unlikely case that you will not receive the power of attorney form(s) signed before the final official deadline, please do not deliver this task until you receive a confirmation from iPify that you will not receive them.
PTO notifications indicating the deadline to file the power of attorney form(s)
In the jurisdictions where a PTO notification is received to indicate the deadline to file the power of attorney form(s), the tasks are:
Report filing of POA form(s)
🗒️Note:
This task is made available when the parameter “Power of attorney form(s)/General power of attorney form(s) filed with validation” is set to “No” in the task “Report validation filing”.
The purpose of this task is to report the filing of the power of attorney form(s) or to report the PTO notification received.
Scenario 1 - Notification not received:
You have received the power of attorney form(s), you have filed the power of attorney form(s) before the official deadline and you have not received any PTO notifications related to the filing of the power of attorney form(s).
The parameters should be filled in/selected as follows:
- “Notification received” is turned to “No” since there is no need to request an extension.
- “Power of attorney form(s) received” is turned to “Yes” since you have received it/them.
🗒️Note:
When this parameter is turned to “Yes”, the parameter “Power of attorney form(s) received/General power of attorney form(s) filed” appears.
- “Power of attorney form(s) received/General power of attorney form(s) filed” is turned to “Yes” since you are reporting the filing.
🗒️Note:
When this parameter is turned to “Yes”, the parameter “Power of attorney form(s) received/General power of attorney form(s) filing date” appears AND the parameter “Notification received” disappears.
- “Power of attorney form(s) received/General power of attorney form(s) filing date” has the date of the filing of the power of attorney form(s) inputted.
Scenario 2 - Notification received:
You have not received the power of attorney form(s), therefore, you have not filed the power of attorney form(s) and you have received a PTO notification related to the filing of the power of attorney form(s).
The parameters should be filled in/selected as follows:
- “Notification received” is turned to “Yes” since you have received a PTO notification.
- “Power of attorney form(s) received” is turned to “No” since you haven’t received it/them.
Report reception of notification for missing POA form(s)
🗒️Note:
This task is made available when the parameter “Notification received” is set to “Yes” in the task “Report filing of POA form(s)”.
The purpose of this task is to report the PTO notification received for filing the power of attorney form(s) and its official deadline.
🗒️Note:
Before delivering the task, please upload the document confirming the extension.
The parameter should be filled in as follow:
- “Deadline of notification” needs to be filled in with the date of the new official deadline to file the power of attorney form(s).
Report filing of POA form(s)
🗒️Note:
This task is also made available when the parameter “Notification received” is set to “Yes” in the task “Report filing of POA form(s)”.
The purpose of this is to report the filing of the power of attorney form(s) or to ask for an extension on filing the power of attorney form for the jurisdictions where an extension on the filing of the power of attorney form(s) can be requested after receiving the PTO notification.
Please refer to the explanations above related to the task requesting and reporting of an extension on the filing of the power of attorney form(s).
For the jurisdictions where no extension on the filing of the power of attorney form(s) is possible after receiving the PTO notification, the purpose of this task is to simply report the filing of the power of attorney form(s).
⚠️Warning:
In the unlikely case that you will not receive the power of attorney form(s) signed before the final official deadline, please do not deliver this task until you receive a confirmation from iPify that you will not receive them.
Power of attorney form(s) not received before the (final) official deadline
As previously mentioned above, in the unlikely case that you will not receive the power of attorney form(s) signed before the final official deadline, you will be informed. Once informed by us, you will be authorized to deliver the task “Report filing of POA form(s)” with the parameter “Power of attorney form(s) received” set to “No”.
Once you have delivered the task, this will trigger some tasks through which we will inform the customer that the patent will lapse.