Form PTO-2038 "Credit Card Payment Form"

What Is Form PTO-2038?

Form PTO-2038, Credit Card Payment Form, is a legal document provided by an individual or entity to pay a patent or trademark fee by credit card.

Information on the PTO-2038 Form is collected by the U.S. Patent and Trademark Office (USPTO) to charge the appropriate fee amount to the correct credit card account. Without this document properly completed, the USPTO will not be able to receive the fee, or the credit card institution may refuse to accept the charge, which will lead to the fee being considered as not having been paid. The details on this form will be treated confidentially; however, do not include your credit card information on any other document and do not submit Form PTO-2038 electronically to protect your interests.

This form was released on March 1, 2020, with all previous editions obsolete. A PTO-2038 fillable form is available for download below.

ADVERTISEMENT

Form PTO-2038 Instructions

Follow these steps to fill out PTO-2038 Form:

  1. Indicate the type of your credit card - Visa, MasterCard, American Express, or Discover;
  2. Enter your credit card details - the number of the account, expiration date, and your name as it appears on the credit card. Enter the payment amount to be charged, sign the form, and state the actual date of signing. It will not be possible to process a payment without your signature that serves as an authorization. The USPTO will not accept a debit card or check card that requires the use of a personal identification number as a payment method or a general authorization to charge any payment or additional fees;
  3. Verify your credit card payment by submitting a billing address. You may add your phone number and fax number;
  4. Describe the request based on the amount of payment - for instance, basing filing fee, first maintenance fee, application for the registration of a trademark, etc.;
  5. Select the type of fee you are paying - patent fee, patent maintenance fee, trademark fee, or another fee (to order patent and trademark information or products, for example, get a certified copy of a patent). It is allowed to indicate only one type of fee per form. Depending on the fee you are paying, you will have to enter your application number, patent number, registration number, attorney docket number, description of the trademark, and IDON customer number, assigned by the USPTO.
ADVERTISEMENT

Download Form PTO-2038 "Credit Card Payment Form"

Download PDF

Fill PDF online

Rate (4.4 / 5) 53 votes
United States Patent and Trademark Office
Instructions for Completing the Credit Card Payment Form
Credit Card Information
Enter all credit card information including the payment amount to be charged to your credit card and
remember to sign the form. The United States Patent and Trademark Office (USPTO) cannot process credit
card payments without an authorized signature.
The USPTO does not accept a general authorization to charge any payment deficiency or any additional fees
to a credit card.
The USPTO does not accept debit cards or check cards that require use of a personal identification number
as a method of payment.
Credit Card Billing Address
Address information is required for credit card payment as a means of verification. Failure to complete
the address information, including zip/postal code, may result in the payment not being accepted by
your credit card institution.
Request and Payment Information
Provide a description of your request based on the payment amount. For example, indicate the item as
“basic filing fee” (patent) or “first maintenance fee” (patent maintenance fee) or “application for
registration” (trademark) or “certified copy of a patent” (other fee).
Indicate the nature of your request by the type of fee you wish to pay: Patent Fee, Patent Maintenance Fee,
Trademark Fee or Other Fee. Complete information for each type of fee as applicable to identify the nature
of your request. Indicate only one type of fee per form.
If you are requesting and paying a fee based on a previously filed patent or trademark application, indicate
the application/serial number, patent number or registration number that is associated with your request.
“Other Fee” is used to request copies of patent and trademark documents, certified copies, assignments, and
other information products.
IDON numbers are assigned by the USPTO for customers ordering patent and trademark information and
products specified as “Other Fee” on the order form. If you have been assigned an IDON number from a
previous customer order, include it with your request.
For more information on USPTO fees and amounts, refer to the current fee schedule at www.uspto.gov. To
request a copy by mail, call the USPTO Contact Center at (800) 786-9199 or (571) 272-1000. Information
on mailing addresses is also available at www.uspto.gov.
Protect Your Credit Card Information
The USPTO strongly recommends using this form for credit card payments submitted by mail, facsimile, or
by hand-delivery. To protect your credit card information use only this form and do not include credit card
information on any other form or document.
To protect your credit card information, do not submit this form electronically through “EFS-Web” or
any other USPTO Web site. Credit card information for electronic credit card payments should be entered
exclusively on the USPTO Web site providing electronic payment capability.
United States Patent and Trademark Office
Instructions for Completing the Credit Card Payment Form
Credit Card Information
Enter all credit card information including the payment amount to be charged to your credit card and
remember to sign the form. The United States Patent and Trademark Office (USPTO) cannot process credit
card payments without an authorized signature.
The USPTO does not accept a general authorization to charge any payment deficiency or any additional fees
to a credit card.
The USPTO does not accept debit cards or check cards that require use of a personal identification number
as a method of payment.
Credit Card Billing Address
Address information is required for credit card payment as a means of verification. Failure to complete
the address information, including zip/postal code, may result in the payment not being accepted by
your credit card institution.
Request and Payment Information
Provide a description of your request based on the payment amount. For example, indicate the item as
“basic filing fee” (patent) or “first maintenance fee” (patent maintenance fee) or “application for
registration” (trademark) or “certified copy of a patent” (other fee).
Indicate the nature of your request by the type of fee you wish to pay: Patent Fee, Patent Maintenance Fee,
Trademark Fee or Other Fee. Complete information for each type of fee as applicable to identify the nature
of your request. Indicate only one type of fee per form.
If you are requesting and paying a fee based on a previously filed patent or trademark application, indicate
the application/serial number, patent number or registration number that is associated with your request.
“Other Fee” is used to request copies of patent and trademark documents, certified copies, assignments, and
other information products.
IDON numbers are assigned by the USPTO for customers ordering patent and trademark information and
products specified as “Other Fee” on the order form. If you have been assigned an IDON number from a
previous customer order, include it with your request.
For more information on USPTO fees and amounts, refer to the current fee schedule at www.uspto.gov. To
request a copy by mail, call the USPTO Contact Center at (800) 786-9199 or (571) 272-1000. Information
on mailing addresses is also available at www.uspto.gov.
Protect Your Credit Card Information
The USPTO strongly recommends using this form for credit card payments submitted by mail, facsimile, or
by hand-delivery. To protect your credit card information use only this form and do not include credit card
information on any other form or document.
To protect your credit card information, do not submit this form electronically through “EFS-Web” or
any other USPTO Web site. Credit card information for electronic credit card payments should be entered
exclusively on the USPTO Web site providing electronic payment capability.
United States Patent and Trademark Office
Instructions for Completing the Credit Card Payment Form
Paperwork Reduction Act Statement
This Credit Card Payment Form (PTO-2038) is approved for use through 03/31/2021 under OMB Control Number 0651-
0043. This collection of information is required by 15 U.S.C. § 1113 or 35 U.S.C. § 41 and 37 CFR 1.16-1.28, 1.492, or
2.6-2.7. The information must be provided by a member of the public if he or she chooses to pay a USPTO fee by credit
card. This information is also used by the USPTO to charge the appropriate fee amount to the appropriate credit card
account. This collection is estimated to take two minutes to complete, including gathering and preparing information and
submitting the Credit Card Payment Form (PTO-2038) to the USPTO. Time will vary depending upon the individual case.
Please send any comments on the amount of time required to complete this form and/or suggestions for reducing the time
burden to the Chief Information Officer, USPTO, PO Box 1450, Alexandria, VA 22313-1450. DO NOT SEND FEES OR
COMPLETED FORMS TO THIS ADDRESS. PLEASE REFER TO THE USPTO WEB SITE FOR THE CORRECT
MAILING ADDRESS.
Privacy Act Advisory Statement
The Privacy Act of 1974 (P.L. 93-579) requires that you be given certain information in connection with the request for
information solicited on the Credit Card Payment Form (PTO-2038). Accordingly, pursuant to the requirements of the Act,
please be advised that: (1) the authority for the collection of this information is 15 U.S.C. § 1113 or 35 U.S.C. § 41 and
37 CFR 1.16-1.28, 1.492, or 2.6-2.7; (2) furnishing of the information solicited is voluntary; and (3) the principal purpose
for which the information is used by the USPTO is to charge the appropriate fee amount to the appropriate credit card
account. If you do not furnish the requested information, the USPTO may not be able to charge the fee to the credit card or
the credit card institution may refuse to accept the charge, either of which will result in the fee being treated as not having
been paid.
The information provided by you in this form will be subject to the following routine uses:
(1) The information on this form will be treated confidentially to the extent allowed under the Freedom
of Information Act (5 U.S.C. § 552) and the Privacy Act (5 U.S.C. § 552(a)). Records from this
system of records may be disclosed to the Department of Justice to determine whether disclosure of
these records is required by the Freedom of Information Act.
(2) A record from this system of records may be disclosed, as a routine use, in the course of presenting
evidence to a court, magistrate or administrative tribunal, including disclosures to opposing counsel
in the course of settlement negotiations.
(3) A record in this system of records may be disclosed, as a routine use, to a Member of Congress
submitting a request involving an individual when the individual has requested assistance from the
Member with respect to the subject matter of the record.
(4) A record in this system of records may be disclosed, as a routine use, to a contractor of the Agency
having need for the information in order to perform the contract. Recipients of information shall be
required to comply with the requirements of the Privacy Act of 1974, as amended, pursuant to
5 U.S.C. § 552a(m).
(5) A record from this system of records may be disclosed, as a routine use, to the Administrator, General
Services Administration (GSA), or his designee, during an inspection of records conducted by GSA
as part of that agency’s responsibility to recommend improvements in records management practices
and programs, under authority of 44 U.S.C. § 2904 and § 2906. Such disclosure shall be made in
accordance with the GSA regulations governing inspection of records for this purpose, and any other
relevant (i.e., GSA or Commerce) directive. Such disclosure shall not be used to make
determinations about individuals.
PTO-2038 (03-2020)
Approved for use through 03/31/2021. OMB 0651-0043
United States Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE
Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it
displays a valid OMB control number.
Credit Card Payment Form
(Do not submit this form electronically via EFS-Web)
Please Read Instructions before Completing this Form
Credit Card Information
Credit Card Type:
Visa
MasterCard
American Express
Discover
Credit Card Account #:
Credit Card Expiration Date (mm/yyyy):
Name as it Appears on Credit Card:
Payment Amount (US Dollars): $
Cardholder Signature:
Date
:
(mm/dd/yyyy)
The USPTO accepts a handwritten signature or an s-signature under 37 CFR 1.4(d).
Refund Policy: The USPTO may refund a fee paid by mistake or in excess of that required. A change of purpose after the payment of a fee
will not entitle a party to a refund of such fee. The USPTO will not refund amounts of $25.00 or less unless a refund is specifically requested
and will not notify the payor of such amounts (37 CFR 1.26). Refund of a fee paid by credit card will be issued as a credit to the credit card
account to which the fee was charged.
Maximum Daily Limit: There is a $24,999.99 daily limit per credit card account effective June 1, 2015. There is no daily limit for debit cards.
Credit Card Billing Address
Street Address 1:
Street Address 2:
City:
State/Province:
Zip/Postal Code:
Country:
Daytime Phone #:
Fax #:
Request and Payment Information
Description of Request and Payment Information:
Patent Fee
Patent Maintenance Fee
Trademark Fee
Other Fee
Application No.
Application No.
Application No.
IDON Customer No.
Patent No.
Patent No.
Registration No.
Attorney Docket No.
Identify or Describe Mark
If the cardholder includes a credit card number on any form or document other than the Credit Card Payment Form or
submits this form electronically via EFS-Web, the United States Patent and Trademark Office will not be liable in the
event that the credit card number becomes public knowledge.
Page of 3