SELFCARE HSA
LIVE

Serial Number

88727254

Owner

SUNWEST BANK

Attorney

Jeffrey A. Cohen

First Use Date

Jan 29, 2019

Filing Date

Dec 13, 2019

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SELFCARE HSA Trademark

Serial Number: 88727254 • Registration: 6739915

SELFCARE HSA is a trademark filed by SUNWEST BANK on December 13, 2019. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

SUNWEST BANK (10 trademarks)

535 E. 1ST ST.
TUSTIN, CA 92680

Entity Type: 03

Trademark Details

Filing Date

December 13, 2019

Registration Date

May 24, 2022

First Use Anywhere

January 29, 2019

First Use in Commerce

January 29, 2019

Published for Opposition

February 9, 2021

Goods & Services

Education services, namely, providing non-downloadable webinars in the fields of health insurance plans, health care services, health care spending, and health care expenses

Electronically encoded swipe cards used to verify records, transfer funds, and process payments, all in conjunction with custodial services and employee benefits, and which type of payments may include but are not limited to, health savings accounts; downloadable software for managing the custodial services and trustee services of health savings accounts; downloadable software for the administration of various types of benefit plans; downloadable software for enrolling customers and participants, automatically verifying eligibility; downloadable software for providing custodial services and/or benefit management services for health savings accounts to employers and individuals; downloadable software for processing electronic payments made through various means which may include but are not limited to, payment cards and ACH for various types of payments which may include but are not limited to, health savings accounts; downloadable mobile applications for managing bank accounts for accessing and submitting claims in connection with health savings accounts; Electronically encoded swipe cards used to verify records, transfer funds, and process payments, all in conjunction with custodial services and employee benefits, and which type of payments may include but are not limited to, flexible spending accounts, limited-purpose health flexible spending accounts, health reimbursement arrangements, limited-purpose health reimbursement arrangements, dependent care flexible spending accounts, transportation fringe benefit plans, and other tax advantaged accounts

Banking services; savings account services; internet and online banking services; online banking services accessible by means of downloadable mobile applications; administration of savings accounts and health savings accounts; bill payment services; check processing; electronic cash transactions; electronic debit transactions in the nature of processing of signature debit electronic transactions; electronic payment, namely, electronic payment services involving electronic processing and subsequent transmission of bill payment data; electronic transfer of money; financial information provided by electronic means; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing on line financial calculators; banking services and financial account administration for consumer-driven health care plans and defined contribution health care plans and Section 125 cafeteria plans; custodial services for health savings accounts; providing financial information in the fields of health savings accounts via various means, namely, the Internet, global networks, cloud computing, social media, blogs, telephone, in person, mail, e-mail and facsimile; third-party benefit administration services, namely, administration of health savings accounts; providing administration of employee benefits and benefit plan management services concerning insurance and finance, namely, providing payment processing services in the field of health savings accounts payment, and electronic processing of electronic payments made through various means, namely, payment cards and ACH; providing tax advantaged savings account services; providing educational content in the nature of financial information for employers and account holders regarding employee financial benefits and benefit plan management services through various means; Providing educational financial information about health care spending in the nature of health care expenses

tracking business expenses and receipts for others for cost accounting purposes; conducting business research and surveys; advertising and marketing of survey results

Providing use of online, non-downloadable software for financial services, namely, enrolling customers and participants, automatically verifying eligibility, processing payments, processing distributions, and transferring funds, all via various means which may include but are not limited to, communications networks using electronically encoded cards operating in conjunction with employee benefit plans; providing use of online, non-downloadable software for providing employee benefits and benefit management services to third party administrators and employers, namely, providing program development and aiding administration of benefit plans for others; providing use of online, non-downloadable software for providing employee benefits and benefit management services for others which may include but are not limited to, third party administrators and employers; providing use of online, non-downloadable software for assisting others with the completion of financial transactions for stocks, bonds, mutual funds, securities and equities

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
May 25, 2022 NRCC
REGISTERED-PRINCIPAL REGISTER
May 24, 2022 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Apr 22, 2022 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Apr 21, 2022 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Apr 20, 2022 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Apr 19, 2022 AITU
USE AMENDMENT FILED
Apr 5, 2022 IUAF
TEAS STATEMENT OF USE RECEIVED
Apr 5, 2022 EISU
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Oct 8, 2021 EXRA
SOU EXTENSION 1 GRANTED
Oct 6, 2021 EX1G
SOU EXTENSION 1 FILED
Oct 6, 2021 EXT1
SOU TEAS EXTENSION RECEIVED
Oct 6, 2021 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Apr 6, 2021 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Feb 9, 2021 NPUB
PUBLISHED FOR OPPOSITION
Feb 9, 2021 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jan 20, 2021 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 4, 2021 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 29, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 29, 2020 CRFA
ASSIGNED TO LIE
Dec 22, 2020 ALIE
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Sep 24, 2020 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Sep 14, 2020 GNFN
FINAL REFUSAL E-MAILED
Sep 14, 2020 GNFR
FINAL REFUSAL WRITTEN
Sep 14, 2020 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 12, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 11, 2020 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 11, 2020 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 13, 2020 GNRN
NON-FINAL ACTION E-MAILED
Mar 13, 2020 GNRT
NON-FINAL ACTION WRITTEN
Mar 13, 2020 CNRT
ASSIGNED TO EXAMINER
Mar 13, 2020 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 17, 2019 NWOS
NEW APPLICATION ENTERED
Dec 17, 2019 NWAP