EDGAR NEXT FAQ
The EDGAR Next transition can be complex, and we know you have questions. We’ve compiled a comprehensive list of FAQs to help you navigate the new system, from Login.gov credentials to Account Administrators and all the key deadlines.
1. Login.gov
Login.gov is a secure, single sign-on service used by multiple U.S. government
agencies to provide a streamlined and secure login experience for users. It employs
strong security measures, including multi-factor authentication, to protect users’
accounts and personal information.
As part of the modernization of the EDGAR system, the SEC now requires all filers to
use login.gov credentials to access the EDGAR Filer Management website and
dashboard. This change enhances security, reduces fraud, and enables the account
management process for filers.
Login.gov credentials function as a single sign-on to EDGAR websites. Beginning
September 15 th , individual login.gov credentials will replace the CIK/Password
combination login to access the following EDGAR sites:
• https://www.edgarfiling.sec.gov/Welcome/EDGARLogin.htm
• EDGAR OnlineForms Login
• https://www.filermanagement.edgarfiling.sec.gov/homePage
Login.gov credentials are used to log into EDGAR Next to verify the authority of the individual submitting a filing. Login.gov encrypts your personal information in transit and at rest and asks you before sharing your data with a partner agency. Using this Multi-Factor Authentication (MFA) can help prevent unauthorized access to accounts.
This is not necessary unless the insider plans to make their own filings, or they want to be designated as an account administrator. Some insiders might still create their own Login.gov credential for visibility into their account. Section 16 filings are the personal responsibility of the insider. Being an account administrator can provide oversight but may be complex or unnecessary for some.
The email used for the login.gov credential will be visible in the EDGAR Next dashboard, so insiders should use a business email or one they are comfortable sharing.
Yes, but only if the email address is not associated with an existing login.gov account. You can create multiple login.gov accounts with separate email addresses but you cannot link the accounts.v
Try using a VPN and ensure that you use an email address with a secure domain.
For Login.gov issues, contact login.gov support directly at (844) 875-6446, or submit a help ticket at https://www.login.gov/contact/, available 24/7. Do not contact EDGAR Filer Support for a login.gov issue.
2.Form ID
The updated Form ID requires filers to disclose if the applicant, account administrators, billing contacts, or the signing individuals have been subject to criminal convictions, civil injunctions, or administrative bars for federal or state securities law violations. This information allows the SEC to assess whether any such prohibitions are relevant to granting EDGAR access.
No, for the enrollment process itself, you do not need to provide a Form ID, a notarized document, or a power of attorney.
Yes, a notarized Form ID is required if you need to update or restore access to an existing EDGAR account.
The file name may not be compliant with EDGAR requirements. Ensure the name is in lower case and doesn't exceed 32 characters. If the issue persists, opening the PDF in Chrome and then printing to PDF from there resolves the issue.
3.EDGAR Next Dashboard
The CCC can be updated via the EDGAR Next dashboard. Information such as Financial Year End (FYE), Point of Contact (POC), Name, Address, and other database related information will continue to be updated via the EDGAR System.
4.CIK, CCC, and Passphrase
A CIK is a unique, public Central Index Key assigned by the SEC to an individual or company for identification purposes in the EDGAR system, while a CCC is a private, confidential CIK Confirmation Code, that is used with the CIK to authenticate and submit filings.
All roles authorized will have access to the Company’s code in their dashboards. If the CCC is updated by an Account Administrator, the updated CCC will reflect on the rest of the users. This eliminates the having to ask client for codes when authorizing a filing agent.
The CCC can be generated only by the Account Administrator by pushing a button or by creating a custom one in the dashboard. Beginning September 15, 2025, passwords will no longer be required as login will now be done through Login.gov.
Choose the specific Filer name associated with the CIK for which you want to change the CCC. Click on "Manage CCC.” Select "Generate CCC" to have EDGAR create a new CCC for you, or enter your desired CCC in both text boxes. Then select "Create Custom CCC" for custom CCC creation.
You need a passphrase for EDGAR Next enrollment to verify your identity as a filer. It's a required EDGAR access code alongside your CIK and CCC that links your traditional EDGAR account to the new EDGAR Next system. Once enrolled, the passphrase will no longer be needed and will phase out by December 19, 2025.
If the company does not have the passphrase but has access to the POC, they can update their passphrase by requesting a reset token to enroll. If they do not have access to the POC, they will need to submit a Form ID to regain access.
If the filer has a current EDGAR point of contact (“POC”) email address on file with EDGAR – at which the filer currently can receive emails from EDGAR – the filer can reset their passphrase by following these instructions, which are also linked on the EDGAR Next page on SEC.gov: Reset Your EDGAR Passphrase, EDGAR POC Email.
5.Account Administrator Settings
As the account administrator, to give your filing agent authorization to file on EDGAR Next you must log into the EDGAR Filer Management dashboard, navigate to the delegation settings, and enter the CIK of your filing agent's EDGAR account to grant them the authority to submit filings on your behalf. Essentially, you are "delegating filing authority" to them through the dashboard functions. Please note the process for providing us with filing instructions to file does not change.
Delegation preferences allow an account administrator to allow or block delegation requests from other EDGAR accounts, such as filing agents. In order for the filer (company) to receive a request for delegation from a filing agent, an account administrator must check “Yes.”
Delegation is a process by which a filer can give an EDGAR account the ability to make filings on the filer’s EDGAR account. A filer may delegate authority to file on its EDGAR account to any EDGAR account, however, the filer should take care only to delegate authority to an EDGAR account with which the filer has an agreement regarding EDGAR filing. For example, a filer could delegate authority to file to a filing agent, law firm, broker-dealer, related corporate entity, or other EDGAR account with which the filer has an agreement regarding EDGAR filing.
After the filer delegates authority to file to an EDGAR account, the EDGAR account becomes a delegated entity of the filer and can make filings on the filer’s account on EDGAR. Delegation can be terminated by the filer at any time.
No, enrollment is not the same as designating account administrators, nor does enrollment need to be performed by a prospective account administrator.
The prospective Account Administrator will receive an SEC email notification indicating the pending Account Administration. The designated individual must log into the dashboard on EDGAR Filer Management with their login.gov credentials associated with the account. [NOTE: This expiration date expires in 15 days.]
In the context of EDGAR Next, the First Account Administrator and Second Account Administrator refer to the two individuals that a filer must designate as primary individuals with authority to manage their EDGAR account, with each needing their own individual login credentials. They are the two people primarily responsible for making filings and managing user access within the filer's EDGAR account. The First Account Administrator is automatically the point of contact. This can be changed at any time in the dashboard by any account administrator after the roles have been accepted.
Account administrators and the SEC will be able to see which users made which submissions; however, this information will not be made public.
6. Enrollment
Yes, all EDGAR filers must enroll in EDGAR Next, with limited exceptions. EDGAR filers whose Form ID applications for EDGAR access are submitted and granted by SEC staff on or after March 24, 2025, are immediately subject to the requirements of EDGAR Next and do not need to enroll.
Existing filers will enroll in EDGAR Next through the dashboard and will not be required to submit a new Form ID unless they have lost access to their codes and POC. Each filer will be required to authorize at least two account administrators (or one, in the case of individuals and single-member companies). Existing filers should do so by September 12th, 2025, to avoid disruptions in filing.
To enroll, an individual authorized to enroll the filer will enter their individual login.gov credentials to log in to the dashboard. That individual will need their CIK, CCC, and passphrase.
No, you do not need to present a notarized document or power of attorney to SEC staff for enrollment. If a filer wishes to execute a power of attorney or other notarized document to authorize the person or entity who will enroll the filer, that is a private arrangement between the filer and that person or entity.
Yes, the system allows bulk upload of a CSV file of up to 100 entities at a time. There will also be a template available for download on the dashboard.
The Filer Token is a unique code required for filings that use APIs, where a user doesn't manually log into the EDGAR website. Filer tokens expire and must be renewed on an annual basis.
A User Token is a unique code that identifies an individual who is interacting with APIs in the EDGAR system. User Tokens expire and must be renewed on a monthly basis.
One account administrator will be required to confirm on an annual basis that the information in a filer’s EDGAR Next account is correct, including all authorized users, account administrators, technical administrators and delegated entities. The confirmation deadline will be March 31, June 30, September 30, or December 31. If the confirmation is not submitted by the deadline, there will be a three-month grace period, following which the filer would need to submit a new Form ID to regain access to the EDGAR Next account.
Yes. Each Account Administrator of an account will receive email and dashboard notifications about an upcoming Annual Confirmation.
New users can be added at any time the dashboard is available which is during SEC hours only. Annual confirmation year does not impact adding users.
7. Post-Enrollment
The account administrators authorized during enrollment should proceed to set up the filer’s account on the dashboard. This may include inviting users, technical administrators, and additional account administrators, and delegating authority to file to delegated entities, including but not limited to filing agents.
Yes, some law firms file internally and use filing software internally. If they are using their own Filer codes to transmit, yes, they will need an internal technical administrator to configure the filer tokens within their software. This could be IT or another internal user
The entity will not be able to submit any filings if it has missed the compliance period of September 15, 2025. After this date, enrollment will be required. The enrollment period will go through December 19, 2025. If enrollment is not done by the December date, existing entity will not be able to file and will need to request access to their filer codes and enrollment via amended Form ID.
8. Technical Support
To reset your EDGAR Next passphrase, log in to the EDGAR Filer Management website and select Enroll in EDGAR Next. Click on “Passphrase Reset” and request a passphrase reset token. You'll receive an email with a security token at your CIK's point of contact email address. Return to the Filer Management website, go to Enroll in EDGAR Next > Passphrase Reset > Reset Passphrase, then enter your CIK, security token, and the new passphrase. If you need assistance with a reset, send in an email the CIK & CCC of the Filer to filings@edgaragents.com Our team will determine if we can reset for enrollment verification.
Yes, even if you have a preferred filer, you can add EA as a secondary filer to further ensure compliance.
No, if you are filing directly through the SEC, you do not need filing credentials, just delegation or admin rights.
Yes, even with delegated filing privileges for an enrolled filer, you will need your own account credentials and a Login.gov account to file under the EDGAR Next system. You will not use the original filer's username and password but will have your own individual account to manage your authorized filings on behalf of others.
EA’s 1st CIK: 0001213900
EA’s back-up CIK: 0001013762
Further Support Resources
Trouble creating your Login.gov credentials? Or trouble signing in to Login.gov?
Access Login.gov’s online help center, submit a Login.gov help desk ticket, or call Login.gov for assistance at (844) 875-6446 (operating 24 hours a day, seven days a week). Do not contact EDGAR Filer Support to resolve problems related to Login.gov.
Additional Login.gov guidance and resources are listed below:
- https://www.login.gov/help/get-started/overview/
- https://www.login.gov/help/get-started/authentication-methods/
- https://www.login.gov/what-is-login/
- https://www.sec.gov/submit-filings/improving-edgar/edgar-nex
t-improving-filer-access-account-management/edgar-next-frequently-asked-questions#l ogingov
See the below SEC Support Resources for further EDGAR Next information.
EDGAR Next Frequently Asked Questions.
Obtain Login.gov Individual Account Credentials.
Update the Passphrase and CCC to Enroll (and Avoid the Need to Submit Form ID)
For additional questions or further guidance about EDGAR Next contact edgarnext@edgaragents.com.
For general queries contact info@edgaragents.com.
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