EDGAR Filer Manual

Changes from previous version

On March 24, 2025, EDGAR Release 25.1.1 will introduce the following changes:

• Pursuant to EDGAR Filer Access and Account Management, Release No. 33-11313 (“EDGAR Next”) (adopted September 27, 2024):
  • The EDGAR Filer Management dashboard (“dashboard”) is implemented;
  • The EDGAR access process for asset-backed security issuing entities is moved from the "Retrieve/Edit Data" section of the EDGAR Filing and EDGAR OnlineForms websites to the dashboard; and
  • Optional Application Programming Interfaces are available in EDGAR for filers that have enrolled in EDGAR Next

  EDGAR Next guidance related to these changes are denoted in this EDGAR Filer Manual, Vol. I (Version 42) and Vol. II (Version 74).

Changes from previous version

On June 16, 2025, EDGAR Release 25.2 will introduce the following changes:

• On August 28, 2024, the Commission adopted Form N-PORT and Form N-CEN Reporting; Guidance on Open-End Fund Liquidity Risk Management Programs (IC-35308). The following changes will be made to the Form N-CEN schema and online application to permit filers to comply with the new requirements:
  • Addition of new Item C.22 Liquidity Classification Services.
  • Addition of new RSSD ID and other identifying number fields throughout the Form. Previously, certain LEI fields on the Form permitted filers to report either an LEI, RSSD ID, or, in some cases, other identifying number in the same field. This release separates LEI, RSSD ID, and other identifying number into different fields.

    The specific items that will be modified are: B.16.a.iv, B.17.c, C.5.b.ii, C.6.c.ii, C.6.c.v.2, C.6.d.ii, C.9.a.iv, C.9.b.iv, C.9.c.iv, C.9.d.iv, C.10.a.iii, C.11.a.ii, C.12.a.ii, C.13.a.ii, C.14.a.ii, C.15.d, C.16.a.iv, C.17.a.iv, D.12.a.iv, D.12.b.iv, D.12.c.iv, D.12.d.iv, D.13.a.iii, D.14.a.ii, E.2.d, F.1.c, F.2.a.ii, and F.4.c.

    Important Note on LEI field validation and future validation changes:

    At this time, EDGAR will not be enforcing field length validations for the LEI field. This will enable filers to continue to upload and submit submissions according to their current process without generating an error message.

    Beginning on November 17, 2025, however, filers will be expected to report the appropriate identifier in the appropriate field and EDGAR will enforce specific validations for each of these fields when an entry is provided. LEI will require a 20-character alphanumeric response or “N/A”. RSSD ID will require a numerical response of up to 10 digits or “N/A”. Other identifying numbers will be limited to 100 characters but also will require the filer to provide a description of up to 500 characters. Submissions with entries that do not meet these criteria will not be accepted.

• The EDGARLink Online interface will remove the inoperable links to the following submission types: N-PX and N-PX/A. Since July 1, 2024, filers have been required to make these submissions in a structured format created by either using the online version available on the EDGAR Filing Website or constructed by filers according to the "EDGAR Form N-PX XML Technical Specification" document. Select references to Form N-PX and its variants will be removed from EDGAR Filer Manual Volume II: Chapter 7 Preparing and Transmitting EDGARLink Online Submissions.

Volume II: EDGAR Filing

Version 76  |  Deployment Date: September 15, 2025  |  full volume (PDF, 5.20 mb)

Updates

On September 15, 2025, EDGAR Release 25.2.2 will introduce the following changes:

• Pursuant to EDGAR Filer Access and Account Management, Release No. 33-11313 (“EDGAR Next”) (adopted September 27, 2024):
  • Individual account credentials from Login.gov will be required to access the EDGAR Filing and Online Forms websites, instead of the filer’s CIK and password as was previously required;
  • Role-based filing permissions will be validated for the individual submitting the filing, instead of filing permissions being checked at the entity level as was previously required; and
  • In order to make EDGAR submissions, filers must have enrolled in EDGAR Next or had their Form ID application for EDGAR access granted by SEC staff on or after March 24, 2025.

  EDGAR Next guidance related to these changes are denoted in this EDGAR Filer Manual, Vol. II (Version 76) and Vol. I (Version 42).