ParalegalessField notes
FIELD NOTES · IDS PRACTICE

Information Disclosure Statement guides

Practical answers to four common filing questions, with direct links to the USPTO rules and forms. Each guide is written for the person preparing or reviewing the packet.

Sources checked 2026-10-05
FORM GUIDE · PTO/SB/08

USPTO IDS form: which PTO/SB/08 should you use?

Find the current USPTO Information Disclosure Statement form, understand SB/08 versus SB/08a, SB/08b and SB/08c, and prepare the filing packet.

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FILING PACKET · 37 CFR 1.98

IDS reference copies: what must you attach?

A practical checklist for U.S. patents, foreign patents, non-patent literature, unpublished applications and non-English references in a USPTO IDS.

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FEES · 37 CFR 1.17(v)

IDS size fee and written assertion: a 50/100/200 item checklist

Understand the USPTO IDS size fee thresholds, cumulative item count, SB/08c assertion and the difference between size and timing fees.

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TIMING · 37 CFR 1.97

When can you file an IDS? 37 CFR 1.97 timing at a glance

Check the main IDS filing windows under 37 CFR 1.97, including the first Office action, final action, allowance and issue fee stages.

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