USPTO Issued Updated Patent Eligibility Guidance

The U.S. Patent and Trademark Office released a new memorandum and flowchart to clarify declaration standards.

Updated on Sept. 29, 2026 in Remote Work

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The U.S. Patent and Trademark Office has released a new memorandum and flowchart to clarify procedures for subject matter eligibility declarations. AI Illustration. Upload story photo >

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The U.S. Patent and Trademark Office has issued an updated memorandum and flowchart concerning Subject Matter Eligibility Declarations. This documentation serves as an addendum to guidance released in April 2026 to help clarify existing procedures.

Why it matters

The new guidance aims to streamline how applicants submit evidence under 37 C.F.R. Section 1.132 to address subject matter eligibility rejections. By providing a formal flowchart, the agency intends to better assist examiners in evaluating the merits of these declarations.

Applicants should utilize document code AF/D.SMED for all Subject Matter Eligibility Declaration filings. The guidance outlines 5 specific best practices for submissions filed under 37 C.F.R. Section 1.132.

The players

U.S. Patent and Trademark Office

This federal agency is responsible for granting patents and registering trademarks within the United States.

John Squires

He serves as the Director of the U.S. Patent and Trademark Office.

U.S. Senate Judiciary Committee

This standing committee oversees the administration of the U.S. patent and copyright systems.

The details

The agency released the memorandum to guide patent examiners through both formality compliance and merit evaluation. Applicants are encouraged to submit these declarations as separate documents to ensure statutory requirements are not intertwined.

Timeline

  1. September 2025: Director John Squires issued his first two official patents.

  2. December 4, 2025: The USPTO released two memorandums regarding the use of eligibility declarations.

  3. April 30, 2026: Director Squires issued an updated best practices memorandum.

  4. September 29, 2026: The USPTO issued the updated memorandum and flowchart.

Market Landscape

This memorandum follows a series of updates meant to refine the patent examination process for complex intellectual property claims. These procedural adjustments position the agency to handle evolving standards of subject matter eligibility more consistently across the industry.

Applicants may experience more predictable examination timelines by using the new document code and following the clarified declaration best practices. These steps are designed to help users avoid common procedural rejections when pursuing patent eligibility.

The takeaway

The agency emphasizes that this update clarifies existing guidance rather than introducing new regulatory procedures. Applicants should focus on isolating their eligibility declarations from other statutory requirements to streamline their filings.

What happens next

The U.S. Patent and Trademark Office is scheduled to distribute the new flowchart and the 101 Quick Reference Guide to the patent examining corps during the first week of October 2026.

Further reading

For more information on current administrative policy, visit the Remote Work section.

Live Poll

Is it a good idea for patent applicants to volunteer detailed eligibility defenses to the USPTO?