What are the important deadlines for EDGAR Next compliance?
There are three phases of the EDGAR Next rollout:
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September 30, 2024 - December 19, 2025: Proposing Beta Period
This is primarily for filing agents and other software providers to update and test their software to work with the EDGAR Next changes. Registrants may choose to access the beta Filer Management site in order to experience how the user and administrator fuhttps://www.youtube.com/playlist?list=PLrB8PjaXSV6tgdYY2W7MRtuOIDBr1p8Vt nctionality will work when the Enrollment period begins. The SEC encourages filers to participate in the Proposing Beta testing, but many filers may choose to instead review SEC videos and other training material, including videos on the SEC’s YouTube channel. The beta site is completely separate from the production EDGAR and filers will need to create a new account using the Form ID registration process, using fictitious information other than email addresses, and will receive a new CIK for beta testing only. Note that this period extends past the Enrollment and final cutoff periods, in order that filing agents can continue to test their changes.
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March 24, 2025 - September 15, 2025 (with a grace period until December 19, 2025)
EDGAR Next enrollment, filing, and Filer Management functionality will be available in production for all filers. During this period, every existing EDGAR account (CIK) must complete the Enrollment process by September 15, 2025 in order to maintain the ability to submit filings. Filers who do not complete the enrollment process by September 15 will be suspended and will not be able to submit filings and have until December 19 in order to complete the enrollment process under the grace period. Filers who are not enrolled in EDGAR Next after December 19 will be required to submit a new Form ID registration. New filers who create EDGAR accounts on or after March 24 will automatically be enrolled in EDGAR Next, but may also choose to create a “temporary” password to file using the current EDGAR system.
During the March 24 - September 15 period, filings will be allowed using either traditional EDGAR (password authentication) or EDGAR Next. Therefore all filers should strive to enroll in EDGAR Next as soon as possible to ensure they do not lose access to the ability to file on September 15, 2025, then decide when it is appropriate to start using the EDGAR Next system for filings.
- September 15, 2025: all filings will be required to be submitted using EDGAR Next and enrolled accounts. Accounts not already enrolled in EDGAR Next will not be allowed to submit filings and have three months to enroll under the grace period.
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