What steps can I do prior to the start of the enrollment period on March 24, 2025?
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 address, is correct in EDGAR. 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 CCC and passphrase code for every EDGAR account/CIK. The passphrase is not the normal password and is something that you only normally need to use when generating new credentials on https://www.filermanagement.edgarfiling.sec.gov/ but will be required to enroll in EDGAR Next after the beta testing period. 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.
- Identify at least two people (preferably more) at your company to serve as account administrators for the EDGAR Next account.
- Have all people who will be administrators or filers create a login.gov account, preferably using their work email address. There is no identity verification process other than responding to the confirmation email, so you can create as many accounts as you have email addresses. You will need to choose one or more two-factor authentication methods, such as SMS and Google Authenticator/TOTP codes. The Final Rule and EDGAR Business Office has stated that these should be an individual’s email address and not a group address.
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