If filing company documents with the SEC, you need to have SEC sign-in credentials for the SEC website.
SEC credentials basics
You must have valid SEC sign-in credentials at least two business days before your filing date. If you do not have the following information, make sure you give yourself enough time to get it before the filing date.
Your SEC credentials include:
CIK (Central Index Key) for your company or division, which is a unique number assigned by the SEC to each public entity that files with them.
CCC (CIK Confirmation Code) for the CIK you use. This is a case-sensitive code used with the CIK to submit an EDGAR filing. The CCC is eight characters long, with a minimum of one number (0-9) and a minimum of one special character (@, #, &, *).
Password and passphrase that is unique to you.
Missing some SEC credentials?
If you don't know your company’s CCC, you can request it from the person or company who has been filing documents for you.
If you don't know your passphrase, you will first need to get a new passphrase.
If you do not know your password, you will have to reset it. People who file documents on your behalf use their own unique password to do so, and so do not have your password. Resetting your password requires that you submit your passphrase and reset the CCC as a security measure. Typically this process completes within hours, but may take as much as 48 hours.
For information required to reset your SEC password, refer to section 4.1 of the EDGAR Filer Manual.
You can regenerate your SEC credentials on the EDGAR Filer Management page of the SEC website.
Note: Resetting your SEC credentials will change your CCC, which may be shared and used by groups outside your organization, such as financial printers and external legal teams. If you reset your SEC credentials, you will need to communicate this information with all impacted groups.
I need to file now
If you don't have all the necessary SEC credential information or you are unable to reset your password, you can generate a code to submit the file on your behalf with Workiva as your filing agent from Classic Account Admin. You must be a Workspace Owner to File with Workiva using a generated filing code.
To generate a File with Workiva code, navigate to Workspace Settings, then the Filing tab, and choose File with Workiva. Then click Generate New. You can also copy the code to your clipboard using the button to the right.
The filing code will work for any number of live filings within a 24-hour window from time of issue.
Customer support can also provide you with a filing code. You can reach Support at 1-800-706-6526 or firstname.lastname@example.org. If you have Workiva file as your filing agent and you still need to reset your credentials, you can do so after your documents are filed.