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Trademark Application Addendum Form

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TRADEMARK APPLICATION ADDENDUM FORM

Applicant Name:   Representative/Attorney:

Application Serial/Registration No.:   Trademark (word/design):

Filing Date: / /   Jurisdiction/Country of Filing:

RECITALS

WHEREAS, Applicant has filed or maintains a trademark application or registration identified above for the mark set forth above; and

WHEREAS, Applicant wishes to submit supplemental information, corrections, specimens, priority claims, disclaimers, or other amendments in support of the foregoing application or registration; and

WHEREAS, Representative is authorized to act on Applicant's behalf with respect to the matters described in this Addendum.

NOW THEREFORE, in consideration of the mutual covenants set forth herein, Applicant and Representative agree as follows:

1. SCOPE AND INCORPORATION

1.1 This Addendum supplements the application or registration identified above and is incorporated by reference into the application file. All information, amendments, exhibits and statements provided on this form shall be considered part of the official record for the application or registration.

1.2 Applicant affirms that any representations made in this Addendum are true and accurate to the best of Applicant’s knowledge, information and belief, and that Applicant understands material misstatements may subject Applicant to penalties under applicable law.

2. AMENDMENTS TO IDENTIFICATION OF GOODS AND SERVICES

3. PRIORITY AND CONVENTION CLAIMS

Claim priority under Convention/Paris Convention or other treaty: Yes

Priority Country:   Priority Application No.:

Priority Filing Date: / /

4. SPECIMENS, EVIDENCE AND ATTACHMENTS

Applicant acknowledges that any specimen submitted must constitute use in commerce or a true representation of use as required by applicable trademark law and that corrections to specimens may be subject to rejection.

5. TRANSLITERATION, TRANSLATION, AND DISCLAIMER

6. CORRESPONDENCE AND ATTORNEY INFORMATION

7. DECLARATIONS AND CERTIFICATIONS

Applicant certifies that the facts and statements contained in this Addendum are true, complete and correct. Applicant authorizes Representative to file this Addendum and any attachments on Applicant's behalf and to take such actions as may be reasonably necessary to effectuate the amendments described herein.

Applicant further acknowledges that knowingly false statements made to obtain registration or to amend an application may subject Applicant to cancellation or other remedies.

Authority to Sign: Applicant affirms that the signer below has authority to execute this Addendum on behalf of Applicant: Authorized

8. NOTICES

9. AMENDMENTS; WAIVER; COUNTERPARTS

Any amendment or waiver of any provision of this Addendum must be in writing and signed by both Applicant and Representative. No failure or delay in enforcing any right or provision hereof shall constitute a waiver of such right or provision.

This Addendum may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one and the same instrument. Facsimile, electronic image or other reproduction of a signature shall be treated as an original signature for all purposes.

10. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

Governing Law: This Addendum shall be governed by and construed in accordance with the substantive laws of the jurisdiction in which the application is filed, without regard to conflict of law principles, except where procedural provisions of the trademark office of record apply.

Entire Agreement: This Addendum, together with the underlying application or registration documents, contains the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements and understandings, written or oral, relating thereto.

Severability: If any provision of this Addendum is held invalid or unenforceable, the remaining provisions shall remain in full force and effect and shall be construed to effectuate the intent of the parties insofar as possible.

Applicant Printed Name:

By:

Date:

Representative Printed Name:

By:

Date:

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What the Trademark Application Addendum Form Is

The Trademark Application Addendum Form is a short supplemental document used to amend, clarify, or provide additional details to an existing trademark application or record. It records factual corrections, expands or narrows the goods or services description, documents an assignment or change of owner information, or adds signature and acknowledgement details needed to support recordation. Although the underlying trademark application remains unchanged except where explicitly amended, the addendum becomes part of the official file when submitted or attached to a filing record with the relevant authority or retained for corporate records.

Why an Addendum Matters for Trademark Records

A properly drafted Trademark Application Addendum Form clarifies ownership, prevents recordation errors, and preserves the chain of title. It reduces ambiguity about the scope of protection and supports downstream licensing, enforcement, or assignment steps.

Why an Addendum Matters for Trademark Records

Who Typically Prepares or Signs This Addendum

The form is used by parties who need to correct, supplement, or document changes related to a trademark filing or registration.

  • Trademark attorneys and paralegals managing filings and recordation with the USPTO or corporate registries.
  • In-house counsel and brand or IP managers updating ownership, assignments, or scope of goods and services.
  • Small business owners or principals who must document transfers, name changes, or corrections to previously submitted application data.

Use the form when clarity or an official record of the change is needed; consult counsel for transfers affecting ownership or complex chain-of-title issues.

Step-by-Step: Completing and Finalizing the Addendum

Follow these steps in order to prepare, sign, and distribute a complete addendum.

  • 01
    Prepare Draft: Draft addendum text and confirm related application number.
  • 02
    Validate Parties: Verify legal names and capacities of all signatories.
  • 03
    Sign and Date: Obtain signatures from all required parties and date the form.
  • 04
    Record or Distribute: Record with USPTO or retain and circulate copies to stakeholders.

Key Elements to Include in a Professional Addendum

A professional addendum is concise, references the primary application, and provides authoritative details so recorders or third parties can verify changes easily.

Reference

Clear citation of the parent application or registration number, filing date, and mark to avoid ambiguity and ensure correct linkage.

Purpose Statement

One-sentence explanation of the addendum's intent, for example correcting an applicant name, documenting an assignment, or narrowing goods and services.

Parties Identified

Full legal names and business forms for assignor and assignee, including state of organization and business address for corporate parties.

Detailed Amendments

Exact language showing additions, deletions, or clarifications to the original goods/services descriptions or ownership language.

Execution Block

Signature lines with printed name, title, date, and witness or notary lines if required by the receiving authority.

Recordation Instructions

If the addendum will be recorded or submitted, include a short cover instruction and any required cover sheets or fees for the receiving office.

Security and Compliance Considerations for Electronic Addenda

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
Audit Trail: Tamper-evident logs with timestamps and IP addresses
HIPAA: BAA required when PHI is involved
ESIGN / UETA: Compliant with federal and most state e-signature laws
21 CFR Part 11: Available for regulated industry workflows
SOC 2 / ISO: SOC 2 Type II and ISO 27001 certifications

Common Preparation Pitfalls to Avoid

  • Using inconsistent entity names or abbreviations across documents, which breaks chain-of-title and slows recordation.
  • Failing to reference the correct application or registration number, causing the addendum to be unlinked from the official file.
  • Submitting unsigned or partially executed addenda; incomplete execution can invalidate the change for third parties.
  • Omitting consideration or transfer details when recording an assignment, which complicates ownership verification for licensees or buyers.

Consequences of an Incorrect or Incomplete Addendum

Recordation Failure: Addendum rejected or not linked to file
Title Gaps: Unclear chain of title impairs enforcement
Loss of Priority: Delayed recordation affects rights against third parties
Contractual Liability: Incorrect terms can create unintended obligations
Regulatory Noncompliance: HIPAA or industry rules may be breached
Increased Costs: Requires re-filing, attorney time, or corrective affidavits

Where the Completed Addendum Typically Goes

A clear routing plan helps ensure the addendum is accepted and recorded where needed.

  • Client File: Save executed addendum in corporate or client IP records.
  • USPTO Recordation: Attach when recording an assignment or related document.
  • Licensee / Counterparties: Send executed copies to licensees and stakeholders.
  • Counsel Review: Forward to counsel for conflict checks and retention.

Suggested Digital Workflow Settings for Online Completion

Configure your electronic workflow to capture identity, consent, and a tamper-evident audit trail.

Field Configuration
Authentication Email link with optional SMS OTP
Signature Type Clickable e-signature with audit trail
Retention Store signed PDF/A and audit record
Notifications Automatic signed-copies to all parties

Technical Options for Signing and Sharing the Addendum

Choose a platform that supports required formats, secure authentication, and an auditable signature trail.

  • Integrations: Salesforce, Microsoft 365, NetSuite, Google Workspace
  • Formats: PDF, DOCX, and editable templates supported
  • Authentication: Email, SMS OTP, or advanced signer verification

Timing Considerations and Expected Turnarounds

There is no single statutory deadline for recording most trademark addenda, but timely recording preserves chain-of-title and reduces disputes.

Drafting Window:

Prepare the addendum before or at the time of the transaction to avoid gaps

Execution Timing:

Execute at closing or on the transaction effective date

Recordation:

Record promptly with the USPTO Assignment Recordation Branch when transfers occur

Distribution:

Circulate executed copies immediately to licensees and internal teams

Retention:

Keep originals per internal records policy and regulatory requirements

Key Milestones in Addendum Processing

A short milestone roadmap clarifies responsibilities and expected handoffs during execution and recording.

01

Draft Approval

Legal review and approval of addendum language prior to signing.

02

Execution

All parties sign and date the addendum in authorized capacities.

03

Recordation

Submit addendum or assignment for recordation where applicable.

04

Confirmation

Obtain and store signed copies and any recordation acknowledgements.

eSignature Vendor Comparison for Executing Addenda

Comparison of common vendor entry-level pricing and core features relevant to executing and recording trademark addenda; signNow appears first as the first column entry.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial Yes, 7-day free trial No No Yes, limited Yes, limited
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
Envelope Cap No cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

FAQs and Troubleshooting for the Trademark Application Addendum Form

Answers to common questions about execution, electronic signing, recordation, and retention to help avoid processing delays.


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