What is the proper procedure for initiating an interview with a patent examiner?

To initiate an interview with a patent examiner, applicants should follow a specific procedure outlined in MPEP § 408:

1. Submit an ‘Applicant Initiated Interview Request’ form (PTOL-413A) to the examiner prior to the interview.
2. The form should identify the participants of the interview.
3. Propose a date for the interview.
4. Specify whether the interview will be personal, telephonic, or via video conference.
5. Include a brief description of the issues to be discussed.

As stated in the MPEP, 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 procedure helps ensure productive and efficient interviews.

For more information on patent examination, visit: patent examination.

For more information on USPTO Forms, visit: USPTO Forms.