MPEP § 408 — Interviews With Patent Practitioner of Record (Annotated Rules)

§408 Interviews With Patent Practitioner of Record

USPTO MPEP version: BlueIron's Update: 2025-12-31

This page consolidates and annotates all enforceable requirements under MPEP § 408, including statutory authority, regulatory rules, examiner guidance, and practice notes. It is provided as guidance, with links to the ground truth sources. This is information only, it is not legal advice.

Interviews With Patent Practitioner of Record

This section addresses Interviews With Patent Practitioner of Record. Primary authority: 37 CFR 1.34. Contains: 4 guidance statements, 1 permission, and 2 other statements.

Key Rules

Topic

Power of Attorney

5 rules
StatutoryRecommendedAlways
[mpep-408-e80e46e5f5a83b17114cf1f0]
Unrecorded Practitioner Cannot Approve Examiner's Amendments
Note:
Registered attorneys not listed in the patent application and acting under 37 CFR 1.34 must not be contacted for restriction requirements or examiner amendments.

Registered attorneys or agents not of record in a patent application (i.e., there is no power of attorney present in the file that appoints the patent practitioner(s)) and acting in a representative capacity under 37 CFR 1.34 should not be contacted for restriction requirements or approval of examiner's amendments. In addition, non-registered representatives of the practitioner of record should not be contacted for such actions, even if apparently authorized by the attorney or agent of record. Office employees are forbidden from holding either oral or written communication with an unregistered, suspended or excluded attorney or agent regarding an application unless it is one in which said attorney or agent is the applicant. See MPEP §§ 105 and 713.05. See MPEP § 812.01 for telephone restriction practice. See MPEP § 405 for interviews with a patent practitioner not of record. See also MPEP §§ 101-104 for information regarding access to application information by persons other than a patent practitioner of record.

Jump to MPEP Source · 37 CFR 1.34Power of AttorneyPractitioner Recognition and ConductPower of Attorney by Assignee
StatutoryRecommendedAlways
[mpep-408-579e083723758520bdd19f16]
Non-Registered Representatives Must Not Be Contacted For Restriction Actions
Note:
Patent practitioners must not contact non-registered representatives for restriction requirements or examiner amendments, even if apparently authorized by the registered attorney or agent.

Registered attorneys or agents not of record in a patent application (i.e., there is no power of attorney present in the file that appoints the patent practitioner(s)) and acting in a representative capacity under 37 CFR 1.34 should not be contacted for restriction requirements or approval of examiner's amendments. In addition, non-registered representatives of the practitioner of record should not be contacted for such actions, even if apparently authorized by the attorney or agent of record. Office employees are forbidden from holding either oral or written communication with an unregistered, suspended or excluded attorney or agent regarding an application unless it is one in which said attorney or agent is the applicant. See MPEP §§ 105 and 713.05. See MPEP § 812.01 for telephone restriction practice. See MPEP § 405 for interviews with a patent practitioner not of record. See also MPEP §§ 101-104 for information regarding access to application information by persons other than a patent practitioner of record.

Jump to MPEP Source · 37 CFR 1.34Power of AttorneyPractitioner Recognition and ConductPower of Attorney by Assignee
StatutoryRecommendedAlways
[mpep-408-4fa5eed8df41af08d71fc691]
Applicant Initiated Interview Request Form Must Include Details
Note:
The form should identify interview participants, date, format, and issues to be discussed.

When applicant is initiating a request for an interview, an “Applicant Initiated Interview Request” form (PTOL-413A) should be submitted to the examiner prior to the interview in order to permit the examiner to prepare in advance for the interview and to focus on the issues to be discussed. This form should identify the participants of the interview, the proposed date of the interview, whether the interview will be personal, telephonic, or video conference, and should include a brief description of the issues to be discussed. See MPEP §§ 713.01 and 713.05.

Jump to MPEP SourcePower of AttorneyPower of Attorney by AssigneePractitioner Recognition and Conduct
MPEP GuidanceInformativeAlways
[mpep-408-16da353184f281eedb505376]
Interviews To Expedite Prosecution
Note:
Examiners may suggest interviews with patent practitioners to speed up the prosecution process.

The Office encourages the use of interviews to expedite prosecution. When the examiner believes the progress of the application would be advanced by an interview, the examiner may contact the patent practitioner of record in the application (in accordance with MPEP § 713) and suggest a telephonic, personal, or video conference interview.

Jump to MPEP SourcePower of AttorneyPractitioner Recognition and Conduct
MPEP GuidancePermittedAlways
[mpep-408-763f1fb5d63b415157575037]
Examiner May Suggest Interview for Application Advancement
Note:
The examiner can contact the patent practitioner and suggest an interview if they believe it will advance the application's progress.

The Office encourages the use of interviews to expedite prosecution. When the examiner believes the progress of the application would be advanced by an interview, the examiner may contact the patent practitioner of record in the application (in accordance with MPEP § 713) and suggest a telephonic, personal, or video conference interview.

Jump to MPEP SourcePower of AttorneyPractitioner Recognition and Conduct
Topic

Power of Attorney by Assignee

2 rules
StatutoryInformativeAlways
[mpep-408-f8380177fcff65a7d7a4b365]
Interviews with Non-Record Patent Practitioners Prohibited
Note:
Office employees are forbidden from communicating with unregistered, suspended, or excluded attorneys or agents regarding an application unless they are the applicant.

Registered attorneys or agents not of record in a patent application (i.e., there is no power of attorney present in the file that appoints the patent practitioner(s)) and acting in a representative capacity under 37 CFR 1.34 should not be contacted for restriction requirements or approval of examiner's amendments. In addition, non-registered representatives of the practitioner of record should not be contacted for such actions, even if apparently authorized by the attorney or agent of record. Office employees are forbidden from holding either oral or written communication with an unregistered, suspended or excluded attorney or agent regarding an application unless it is one in which said attorney or agent is the applicant. See MPEP §§ 105 and 713.05. See MPEP § 812.01 for telephone restriction practice. See MPEP § 405 for interviews with a patent practitioner not of record. See also MPEP §§ 101-104 for information regarding access to application information by persons other than a patent practitioner of record.

Jump to MPEP Source · 37 CFR 1.34Power of Attorney by AssigneePractitioner DisciplinePower of Attorney
StatutoryRecommendedAlways
[mpep-408-e3560364073533963dd93e27]
Applicant Initiated Interview Request Required
Note:
An 'Applicant Initiated Interview Request' form (PTOL-413A) must be submitted before the interview to identify participants, date, and issues to discuss.

When applicant is initiating a request for an interview, an “Applicant Initiated Interview Request” form (PTOL-413A) should be submitted to the examiner prior to the interview in order to permit the examiner to prepare in advance for the interview and to focus on the issues to be discussed. This form should identify the participants of the interview, the proposed date of the interview, whether the interview will be personal, telephonic, or video conference, and should include a brief description of the issues to be discussed. See MPEP §§ 713.01 and 713.05.

Jump to MPEP SourcePower of Attorney by AssigneePower of AttorneyPractitioner Recognition and Conduct

Citations

Primary topicCitation
Power of Attorney
Power of Attorney by Assignee
37 CFR § 1.34
Power of Attorney
Power of Attorney by Assignee
MPEP § 101
Power of Attorney
Power of Attorney by Assignee
MPEP § 105
Power of Attorney
Power of Attorney by Assignee
MPEP § 405
Power of AttorneyMPEP § 713
Power of Attorney
Power of Attorney by Assignee
MPEP § 713.01
Power of Attorney
Power of Attorney by Assignee
MPEP § 812.01

Source Text from USPTO’s MPEP

This is an exact copy of the MPEP from the USPTO. It is here for your reference to see the section in context.

BlueIron Last Updated: 2025-12-31