Disclosure & Income Distribution

Technology Disclosure and Income Distribution Forms

Forms can be submitted using email attachment as a scanned PDF to [email protected]. (Please note an electronic submission portal will be available in the future. Please stay tuned!)

1.1. Invention Disclosure Form

Use this form for all other kinds of inventions not listed above, including: diagnostics, therapeutics, medical and mechanical devices, methods of use, manufacturing processes, laboratory instruments and equipment, and other products.


1.2. Invention Income Distribution Forms

Use this form if you have two or more inventors and all the inventors agree amongst themselves to an income distribution that is different from that described in the UC Patent Policy. This form must be signed by all inventors and sent to OTM.


2. Research Tool Disclosure Form

Use this form for physical materials that will primarily be used for scientific research such as: a cell line, transgenic model, expression vector or research-use only antibody. These research tools are often also called “Tangible Research Property.”


3.1. Software and Copyright Disclosure Form

Use this form for any software, mobile apps or other copyrightable material such as surveys or questionnaires.


3.2. Software and Apps Income Distribution Forms


The Policy and Plan Options for Software and Apps Income Distribution document outlines the different plans for distributing income received from licensing unpatented sofware and apps.


If the developers of an unpatented software or apps would like to allocate the income differently than the default case, then all of the developers will need to complete the appropiate Income Distribution and Development Form:

For unpatent software:

INCOME DISTRIBUTION - Unpatented Software

For apps: 


4.1. Data Disclosure Form

Use this form for any data packages such as preclinical, in vitro or in vivo data; clinical data; or regulatory data.


What Happens After You Submit Your Disclosure Form?

After submitting a disclosure form to us, you will receive a notification email with the case number, name and contact information for the OTM Licensing Expert assigned to your disclosure. He/she will contact the inventors to discuss the technology's details and potential commercialization opportunities. The information you submit in your invention disclosure will be kept confidential. Note that an invention disclosure form by itself does not constitute a patent or patent application; it is a solely a record of your invention for UCSF’s internal use.

Outgoing MTAs

Outgoing MTAs govern the transfer of research materials, software and data developed or collected at UCSF to outside non-profit organizations. At UCSF, outgoing non-human MTAs are processed by the Office of Technology Management (OTM) at Innovation Ventures and outgoing MTAs for human materials are processed by the Industry Contracts Group at OSR.  

1. Outgoing MTAs for Laboratory Research Material

Outgoing research material MTAs cover transfers of mice, cell lines, plasmids, antibodies, bacteria, yeast, chemical compounds, software and any other laboratory research materials to be transferred out of UCSF.  Immortalized human cell lines no longer associated with patient information can also be transferred under these MTAs.

Do It Yourself

UCSF principal investigators can download and use non-profit MTA templates for transfers of their material to other non-profit institutions if all of the following criteria are met:


- The recipient institution is a non-profit academic research institution.

- The material to be transferred was developed in the providing PI's lab at UCSF.

- There are no third party rights to the material.



1. Confirm that your transfer meets all of the criteria above. 


2. Download and fill in one of the outgoing MTA templates:


UBMTA Implementing Letter Template: To determine if the recipient institution accepts the UBMTA, check the master list.  


- Non-Profit Outgoing MTA Template: Use this form for all non-profit institutions that do not accept the UBMTA.


3. Send the MTA draft to the requestor for review by their technology transfer office. Do not sign the MTA until after the recipient's technology transfer office has approved and signed the MTA.


4. If the recipient’s technology transfer office requests any changes to the MTA, send the request to [email protected] for review and approval. 


5. Once completed, send a copy of the executed MTA to [email protected].


2. Outgoing MTAs for Human Materials

Examples of commonly transferred human materials include blood, biopsies, stem cells, cord blood, resected tumors, induced pluripotent stem cells (iPS), and clinical patient data.