<br><img src="https://support.workiva.com/hc/user_images/01JKBB57YBZKZ4W693F6A4Z5C4.png" width=100%><br><br> Your place to connect with the Workiva team on all things EDGAR Next. Check out our info and FAQs below. Have a question or feedback? <a href="https://support.workiva.com/hc/en-us/community/posts/new?community_post%5Btopic_id%5D=33771366917012"><strong>Feel free to ask it here!</a></strong>. Additional resources can be found <a href="https://www.workiva.com/resources/edgar-next-with-workiva" target="_blank">here on Workiva.com</a> or <a href="https://www.sec.gov/submit-filings/improving-edgar/edgar-next-improving-filer-access-account-management" target="_blank">on the SEC</a>.<br><br> <small>EDGAR® and SEC® are trademarks of the U.S. Securities and Exchange Commission. Workiva Inc.'s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.</small>
If you wish, you can continue to file using your own credentials (tokens) in EDGAR Next, and they will simply replace the SEC password in the current EDGAR environment. You will have the option of saving the tokens in the Workiva system, for ease...
Unless you have a special arrangement with Workiva, we will never “push the button” to submit a filing on your behalf. If you delegate to Workiva, however, you will be able to automatically utilize our tokens to ensure your filing is submitted to...
Test and Live filings have the same token requirements, although depending on the situation, there may be two, one, or zero tokens that a customer needs to provide. Fully self-reliant: In this situation, a customer decides to completely control t...
There are a number of combinations of situations, which can make EDGAR Next confusing. Some common scenarios are: A filer who wants to control all aspects of the filing. Every EDGAR Next filing using the API, where a user doesn’t manually log i...
Yes, the document creation, tagging, and preparation steps are completely unaffected by EDGAR Next. The impact of EDGAR Next occurs only in the Test and Live Filing steps, where you will be offered the ability to submit filings as usual (with a p...
📆 Date: Thursday, February 13⏰ Time: 12:00 - 1:00 PM EST🌎 Location: Virtual https://workiva.wistia.com/medias/iqqfv2go5z Click here to download the slides About this event Join us for the second webinar in our EDGAR Next webinar series focused...
In EDGAR Next, you will still have the ability to log into EDGAR, OnlineForms, or the Filer Management dashboard in a web browser to submit a filing or manage your EDGAR account. The login process of a CIK and Password will be replaced with a “Lo...
Any valid login.gov account may be used with EDGAR Next. It is strictly up to the individual if they want their personal or other login.gov account utilized for EDGAR Next, or if they wish to create a new account using their business email addres...
The SEC has indicated that they prefer a work email address to be used for EDGAR Next accounts, but this is only a recommendation. A single login.gov account user may be a user and/or Account Administrator for multiple EDGAR Next accounts.
Any valid SEC account (CIK) can be used to log into EDGAR with its CIK and Password, and then navigate to the Retrieve/Edit Data link where you will be prompted to enter the officer’s CIK and CCC and, even if their password is expired, you will be...
As with everything in EDGAR Next, there are a number of options to choose from. There are various options for individuals under EDGAR Next, ordered from least intrusive to most hands on. The EDGAR Business Office provides a document which discuss...
There are various options for individuals under EDGAR Next, ordered from least intrusive to most hands on. The EDGAR Business Office provides a document which discusses these options: Provide a notarized Power of Attorney letter, similar to what ...
As with other filing types, your company and/or your reporting owners do not need to delegate to Workiva for Section 16 filings. While delegation is a single level process - an entity who is delegated to can not further delegate to another, multi-...
You are always completely in control of your filing, and delegating to Workiva only enables the use of our Filer API Token to be used behind the scenes to communicate with the EDGAR server (API). Nothing else changes with your filing process othe...
Yes. To enroll in EDGAR Next, all operating companies, funds, FPI, and all other types of registrants, other than single member companies, will need to specify two Account Administrators using their login.gov email addresses. In addition, each ED...
By delegating to Workiva, you enable the use of our Filer API Token to be used for your filings. This token is used behind the scenes by our systems to communicate with EDGAR Next, and you will only need to provide your User Token, instead of a S...
There is no limit to the number of entities, such as filing agents, that an EDGAR Next account can delegate to. Delegation is a one time, non-expiring operation, and for Section 16 Reporting Owners, they may choose to delegate to both the issuer ...
There are no charges or contract modifications required to delegate to Workiva or file using EDGAR Next.
Delegating to Workiva relieves the filer of the need to manage their own Filer API Token, which expires on a yearly basis, and also the need to have two or more Technical Administrators in their EDGAR Next account. Delegation is also an EDGAR Next...
Unlike with some filing agents, it is completely your choice on whether to delegate or not to Workiva. By choosing to not delegate to Workiva, you will be required by EDGAR Next to create and manage your own Filer API Tokens using the Technical Ad...
Delegation is a new concept introduced in EDGAR Next where one filing entity (e.g. a registrant or reporting owner) gives permission for another entity (e.g. a filing agent or an issuer) to submit filings on their behalf. Delegation is a one-time...
The stated goals of EDGAR Next are to improve the security of EDGAR filings, provide accountability to the person submitting the filing, and modernize the system used by filing agents to access EDGAR (also known as APIs - Application Programming I...
You can create an unlimited number of Filer API Tokens on the EDGAR Filer Management dashboard, and all are equally valid. You may choose to have a single token which you provide to all of your filing agents, or you may choose to create one or mor...
Although it is often referred to as “Google Authenticator” this is just a shorthand way of referring to a software standard Time-based One Time Password (TOTP) . There are a number of different programs, including those that run on Windows and Ma...
For every EDGAR account (CIK) that you control or manage, ensure that you at least know the Passphrase and have updated the contact email address in EDGAR, but consider the following: Make sure that all contact information, especially the email a...
login.gov is the United State government’s primary identity provider, used for many different agency’s sites, including EDGAR Next. Registration in login.gov is required to access the EDGAR Filer Management dashboard and other EDGAR websites afte...
ALL EDGAR accounts (CIK) must enroll in EDGAR Next by the September 15, 2025 deadline. Enrolling in EDGAR Next will not create a new CIK, but it will automatically reset your CCC to a new random value. After enrolling, you may choose to change t...
UPDATED MARCH 2025 Enrollment in EDGAR Next is a big and required step for every single CIK, but you have time to prepare for it now, decide when you want to enroll (sooner rather than later), and finally when you want to begin filing using EDGAR ...
Each EDGAR account (CIK) must provide their current CIK, CCC, and Passphase. Note that the Passphrase is not the same as your SEC password. If you do not have the Passphrase for every CIK that you manage, follow the reset instructions provided b...
There are three phases of the EDGAR Next rollout: September 30, 2024 - December 19, 2025: Proposing Beta PeriodThis is primarily for filing agents and other software providers to update and test their software to work with the EDGAR Next changes...