Assignment-Center-Trademark-Training

Recording Assignments

Assignment-Center-Trademark-Training

OMB: 0651-0027

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Assignment Center Training Guide
Trademarks
January 2024

Create a USPTO.gov
account

2

Account Creation
If you already have a USPTO.gov account, skip to slide 15. You must have a USPTO.gov account to use
Assignment Center.
1.
2.

3

Go to https://assignmentcenter.uspto.gov to access the Assignment Center landing page.
Click “Create an account” in the top right corner of the page.

Create USPTO.gov account
3. On the “Create a USPTO.gov account” page, provide all required
information as indicated with an asterisk (*).

4

4. When complete, click “Next.”

5

Validate the email address provided and activate account

5. Activate your account by following the instructions sent to the email address
you provided. The link in that email will expire in 48 hours.

6

6. You’ll receive an email similar to the one below. Click “Activate your
account” or copy and paste the link into your browser.

7

Activate account by creating password

1. Create your password. Both password fields must be identical.
2. Next, click “Activate your account.”

8

Activate account
9. You must use two-step authentication to access Assignment Center.
For more information on two-step authentication, see our MyUSPTO
and USPTO.gov account FAQs page.

9

Contact information

10. Complete all required fields and click “Save.” Then you’ll be redirected to the
“USPTO sign in” page.

Required
Phone
Country
Street Address
City
State
Zip

10

‘USPTO Sign-in’ page
11. Sign in to your USPTO account using your email address and password.

11

Successful first time log-in, the Assignment Center ‘dashboard’ page appears

After you successfully log in, you’ll see the Assignment Center dashboard shown below.
12. Click the “Create new” button to open the “Assignment applications options” page.

12

10. Assignment application options’ page, this page provides ability start a new

‘Trademark assignment’.

13

Access Trademark
Assignment Center

14

Trademark assignment application quick tips
The assignment form begins with the Assignment application options page.

15

•

Required input boxes are indicated with a red asterisk (*).

•

Click the

•

When required fields are not completed, an error message will appear at the top of the
screen and the incomplete fields will be highlighted in red.

•

The system auto-navigates to the next section of the form when you completed all
fields and click

button at bottom of each page to save all information.

Go to AssignmentCenter.uspto.gov to access the Assignment Center landing page.

16

Click “Sign in to your USPTO.gov account.”

17

Enter your email address and password and click “Next.”

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A successful log in opens the “My submission status” page. Click “Create new” to see your
assignment application options on the next page.

In progress

In progress

In progress

In progress

19

Start your application

On the “Assignment application options” page, click “Start new trademark assignment” to
start your assignment application.

21

Assignment options
Provide “multiple assignment” information. You must select “Yes” or “No”.

If “No”, this filing will not be included with other assignment filings.
If “Yes”, follow the instructions.

22

Select the conveyance type

Conveyance types that require additional information
The table below indicates the additional information required for some conveyance types.
Conveyance type

Additional required information

Nunc Pro Tunc
Merger
Merger and Change of Name

Effective date

Corrective Assignment

Previous reel number, previous frame number, and
identify conveyance text of the original assignment.

Other

Brief description of the nature of conveyance transaction.
Do not select “Other” if the nature of conveyance is
Assignment
• Merger
• Change of name
• Nunc Pro Tunc
• Assignment of the entire interest and goodwill
Entering a conveyance type as "Other" will prevent the automatic
update of ownership information in the USPTO trademark database.

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Conveyance types that require additional information
a.
b.

The ‘Conveyance types’ appearing in the table below, require specific, additional information.
Noted with an “*” the necessary information must be provided for these conveyance types.

Conveyance type

Additional required information

'Nunc Pro Tunc’
‘Merger’
'Merger and Change of Name’

Effective Date

Corrective Assignment

Previous Reel #, Previous Frame # and
identify conveyance text of the original assignment.

Other

Brief description of the nature of conveyance transaction.
If the nature of conveyance is an "Assignment", "Merger", "Change of
Name", "Nunc Pro Tunc" or "Assignment of the entire interest and goodwill",
do not select “Other”.
Please select the appropriate conveyance type from drop-down menu.
Entering a Conveyance type as "Other" will prevent the automatic
update of ownership information in the USPTO trademark database.

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Conveyance type

Choose the conveyance type from the drop-down menu.

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Enter correspondence information

Correspondence information
Please provide what is necessary for
correspondence information.
Required
Correspondent First Name
Correspondent Last Name
Mailing address – Country
Mailing address - Address Line 1
Mailing address – City
Mailing address – State
(Only if US is the chosen country)
Mailing Address – Postal Code
(Only if US is the chosen country)
Email Address – Primary Email Address
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State & Postal Code Requirement
State’ and ‘Postal code’ are only required
if, ‘United States’ (US) is the chosen country).

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Optional Correspondence information
Providing information for the following optional.
Optional
Correspondent Prefix
Correspondent Middle Name
Correspondent Suffix
Docket Number
Mailing Address – Attention
Mailing Address – Address line 2
Phone Number – Primary Phone Type
Phone Number – Phone Number
Phone Number – Extension
FAX Number
Email Address

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Select the conveying party

Edit conveying party
Select “Individual” or “Entity (company)” as the conveying party type.

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When conveying party type is an individual
Complete all required fields. Then, click “Add conveying party” to proceed to the “Conveying parties
summary” page.

Required
• Must make choice for individual
• Individual name
• Date of execution

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Conveying parties summary
All conveying parties are listed here. Click “Add new” to add a conveying party.

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When the conveying party is an entity
Enter all required information, then click “Add conveying party” to proceed to “Conveying parties
summary” page.

Required
• Must make choice for Entity
• Entity name
• Entity Type
• Date of execution

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Adding a new conveying party
Select “Individual” or “Entity (company),” complete the required fields, then click “Add
conveying party” to proceed to the “Conveying parties summary”

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Manage the conveying parties

Use the tools below to manage your conveying party selections:
•
•
•
•

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Click
Click
Click
Click

“Add new” to add a conveying party.
the pencil icon to edit a specific conveying party.
the X icon to delete a conveying party.
“Continue” to proceed to the “Receiving parties” page.

When the conveyance type is "Merger and change of name“

You must also name the “Merged conveying party.” Click “Add merged entity” to add
the name of the new merged party.

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Conveying parties summary
The Summary page now shows:
•

All conveying parties

•

Any “merged entity” parties

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Select the receiving party

Receiving party
Select “Individual” or “Entity (company)” as the receiving party type.

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When the receiving party is an individual
Complete all required fields. Then, click “Add receiving party” to
proceed to “Receiving parties summary”

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When the receiving party is an entity
Enter all required information, then click “Add receiving party.”

If United States (U.S.) is selected for
Citizenship, Country, selection of a state is
required.
If United States (U.S.) is selected for
Address, Country, selection
State and a Zip code are required.

43

When the receiving entity is
A Partnership, Trust, Estate or Joint Venture and the Citizenship

country is the United States, follow steps 1-4 below.

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Receiving parties summary
All receiving parties are listed here. Click “Add new” to add a receiving party.
Click “Continue” to proceed to the “Add new receiving party” page.

45

Add a new receiving party
Select “Individual” or “Entity (company),” complete all required fields, then click
“Add receiving party” to proceed to the “Receiving parties summary”

46

Manage the receiving parties

Use the tools below to manage your conveying party selections:
•
•
•
•

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Click “Add new” to add a conveying party.

Click the pencil icon to edit a specific conveying party.
Click the X icon to delete a conveying party.
Click “Continue” to proceed to Properties

Properties

Properties

USPTO identifies properties by registration or serial numbers.
Add properties to the
application by entering at
least one registration
number into the box
highlighted in red.

49

Multiple properties
You can add multiple properties at the same. Separate the serial numbers
with a space, comma, or a new line. Click “Search” to display results.
The numbers entered must be an exact USPTO ID match.

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Properties search results

Select which serial or registration numbers you want to add to your application.
Then, click “Add properties” and proceed to the “Properties summary” page.

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Properties Summary

Here, you can add or delete any properties.
Click “Continue” to proceed to “Upload documents.”

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Uploading your documents

Upload documents
Determine the supporting documents required to submit with your application.
Documents must be either PDF or TIFF files, and the file size must be
no larger than 10 MB.

You must upload at least one
document.
Click “browse files” to locate
documents you want to
upload from your device.

54

Upload documents display
Successful file uploads display in the “Documents uploaded” table.

55

Uploaded documents display – Verify documents
You must review each of your
uploaded documents before you
can continue.
Click the view icon
in each document row, under
”Action” to:
a.

Verify the correct file
has been uploaded.

b.

Verify the images and
text are clear.

Click “Delete” if you want to
remove a document you
uploaded.

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Uploaded documents successful review
When all uploaded documents have been reviewed you can click “Continue”
to proceed to “Review.”

Once you review an uploaded
document, a green check will appear
in the ”Viewed” column.

57

Review your application

Review
The “Cover sheet” tab displays your application contents.
Carefully review all information you provided for
accuracy and completeness.
You can no longer make edits after:
• Submitting your application
• Paying the application fee
If you need to make revisions, click the “Edit” button
that corresponds to the section you need to revise.
You’ll return to that section so you can make changes.

59

Confirm that your application is complete
Check the “box”, adjacent to
acknowledgement statement, “By
checking this box you acknowledge
your consent to the above
statement”.
Click “Continue” to proceed to the
“Calculate fees” page.
Making edits after checking the
box will cause the box to become
unchecked. You must check it
again to continue.

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Pay application fees

Calculate fees
Here, you’ll see the breakdown of your application fees. Please review for accuracy,
then click “Pay now” to make your payment.

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Make payment
• Complete the required
payment information fields.
• Click “Submit payment.”

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Payment success
When a payment is successful, a green box will appear. Click “Continue” to
sign and submit your application.

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Sign and submit
Read the declaration and acknowledge the statements.
•

You must check the declaration
acknowledgement box.

•

By checking this
box, you acknowledge your
consent to the above statement.

•

Once you check the box, the
electronic signature button will
appear on screen.

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Sign and submit the application

Sign and submit part 1
Click “Electronic signature” to sign the application.

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Sign and submit part 2
Read and acknowledge the declaration, review your electronic signature, then click
“Submit” to send the application for processing.

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Submission success confirmation
After submitting your assignment successfully, the page will display:
•

The assignment
number

•

The email address
that will receive a
filing receipt

•

A link to download a
PDF copy of your
filing receipt

•

A button that returns
you to the main page

•

A button that starts a
new application

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Trademark Assignment Request:
Resubmission
This section provides the steps to complete a resubmission
trademark assignment request. It provides details for each section
of the form, including the information and documents necessary to
process the request.

70

Resubmission for trademark assignment part 2

If you are required to resubmit your trademark assignment request, you’ll receive an email
from the USPTO. Click the link to Assignment Center provided in the email to begin the
resubmission process.
Example only:
The email will include a:
•

Submitted assignment cover
sheet

•

Link for resubmission on
Assignment Center

•

Notice of Non-Recordation
(NOR)
•
•

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Document ID
Access Code

Resubmission for a trademark assignment
Information listed in the Notice of Non-Recordation provides details on outstanding
issues within the assignment that you must correct.
Example only:
Required:
Revisions as stated on Record
of Non-Recordation

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Resubmission for trademark assignment
In Assignment Center, enter the document number and access code. Click “Start
resubmission” to access the resubmission application.

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Resubmission for trademark assignment
Assignment Options
•

Begin the
resubmission
assignment
application.

•

The application is
now populated with
the information from
the original
submission.

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Resubmission for trademark assignment part 3
Make the requested revisions as indicated in the Notice of Non-Recordation email.

•

Use the original
assignment application
to make all revisions.

•

You must reattach all
necessary supporting
documents.

•

You must include an
electronic signature.

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Resubmission for trademark assignment
Access your resubmissions via Home and the “My submission status” page. A resubmission is
indicated under “Assignment name” column.
Click the View

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icon to the see submitted cover sheet.

The End


File Typeapplication/pdf
File TitlePowerPoint Presentation
AuthorSmith, Delores (CGI Federal)
File Modified2024-02-01
File Created2024-02-01

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