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When should we enroll in EDGAR Next?

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Relaterad till enrollment edgar

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 Next, any time prior to September 2025.

EDGAR Next enrollment begins on March 24, 2025, but you can start now to prepare the prerequisites for enrollment to ensure a smooth transition when you are ready.  Workiva recommends that you enroll in EDGAR Next as soon as possible to ensure that you’re ready for the compliance drop-dead date of September 15, 2025.  You can enroll in EDGAR Next and continue to file as usual, so there is no reason to delay.  If any EDGAR account (CIK) is not enrolled and using EDGAR Next by September 15, 2025, they will be unable to submit filings.  There is a 3 month grace period, and after December 19, 2025, any unenrolled account will be deactivated and an amended Form ID will be required to recover the account.

The biggest hurdle to enrollment for most registrants, and especially Section 16 reporting owners, is the need to provide the SEC passphrase.  This is NOT the SEC password and many filers have long since lost this code.  Resetting it is easy, but requires some consideration if your EDGAR contact information is out of date.  DO NOT WAIT TO RECOVER YOUR PASSPHRASES - make sure you know your passphrase for all CIKs you report for by the end of 2024 to avoid the rush in 2025 that may overwhelm the SEC at times.  Workiva recommends that you immediately:

  • Ensure that all contact information, especially the email address, is correct in EDGAR for every CIK you control.  You can do this by logging into https://www.edgarfiling.sec.gov/ then clicking on Retrieve/Edit Data in the left side bar, enter your CIK and CCC, then click Retrieve Company Information.  If there are any corrections required, click the Edit Company Information button at the bottom of the page.  See Maintain and Update Company Information for additional information.

  • Make sure you know your SEC passphrase for every CIK.  This is not the password and is something that you only need to use when generating new credentials on https://www.filermanagement.edgarfiling.sec.gov/ but will be required to enroll in EDGAR Next.  If you don't know this code, you will need to go to the Filer Management site, click on Update Passphrase, then select the Update passphrase (manual) option.  EDGAR Business Office Information for Filers Reset Passphrase POC Email

For Section 16 directors who no longer have a valid SEC password, 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 director’s CIK and CCC and, even if their password is expired, you will be able to view and modify the contact information.

Creating a login.gov account is required to access EDGAR Next, and these accounts should be obtained for at least the two required Account Administrators and potentially other users.

On March 24, 2025, Workiva will provide an application that will allow you to easily enroll in EDGAR Next.

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  • Mike Davis

    We updated this post. Workiva will have this application ready for use on March 24th. Stay tuned to EDGAR Next for that information, and join us March 13th for our final webinar that includes a tour of this application.

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  • Carlos Durand

    Can we use the Workiva application to enroll in Edgar Next even if we are not delating to Workiva? 

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  • Mike Davis

    Hi Carlos!

    Yes, you can use the Workiva application to enroll in EDGAR Next even if you are not delegating to Workiva. Here are the key points:

    Workiva will provide an application to assist with EDGAR Next enrollment, regardless of delegation status. This application will guide you through the steps to enroll your EDGAR account (CIK). You'll need your current CIK, CCC, and passphrase to complete enrollment

    First, orepare necessary information:
       - Current CIK, CCC, and passphrase
       - Names and login.gov email addresses for at least 2 account administrators

    Then use the Workiva application to submit your enrollment information to the SEC. Next, set up your EDGAR Next account:
       - Designate account administrators
       - Choose your annual confirmation date

    Important Notes:
    - Enrolling does not require delegation to Workiva
    - You can enroll and still choose to file using your own credentials (tokens) later
    - The enrollment process will automatically reset your CCC - be prepared to communicate this to any filing agents

    After enrollment you'll have the option to delegate to Workiva or other entities later if desired. You can manage your EDGAR Next account and filing processes independently.

    Remember, while using Workiva's application for enrollment is convenient, it does not obligate you to use Workiva for filing or delegate authority to them. It's simply a tool to help you navigate the EDGAR Next transition process.

    Let me know if you have any additional questions or need any further help. Cheers!

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