Deadline to migrate deposit accounts and EFTs to Financial Manager is June 30, 2016

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USPTO Alert

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The deadline to migrate existing deposit accounts and electronic funds transfer accounts (EFTs) to Financial Manager is June 30, 2016. After this date, the USPTO will no longer accept legacy deposit account or EFT credentials (i.e., deposit account number and access code or EFT profile name and password) for payments; customers will be required to store deposit accounts and EFTs in Financial Manager. After June 30, 2016, customers may choose to pay as a guest (i.e. without logging in and using a payment method stored in Financial Manager) using only a credit/debit card.

Please follow the steps outlined in the Financial Manager Quick Start Guide to migrate your accounts to Financial Manager today.

If you choose not to migrate your deposit account, please direct a current authorized user to complete the Deposit Account Closure Request Form and return it to the Deposit Account Branch by email to RADHelpdesk@uspto.gov (preferred method) or by fax to (571) 273-6500. Deposit accounts that are not migrated to Financial Manager will be closed and a check for the remaining balance (if any) will be mailed to the correspondence address on file.

If you choose not to migrate your EFT, no action is required – it will be automatically removed from our system. EFTs that are not migrated to Financial Manager will need to be added as a new EFT account in Financial Manager and will be subject to the 8 business day authentication process.

For additional information, please review the Introduction to Payment Method Migration and visit the Financial Manager Information page. You may also call or email the USPTO Contact Center for one-on-one assistance at 571-272-1000 or 800-786-9199 (select option 3, then option 4), or FeesHelp@uspto.gov.