Update the Passphrase and CCC to Enroll (and Avoid the Need to Submit Form ID)

Jump to sections:

• Obtain a new or confirm the current passphrase
• Obtain a new or confirm the current CCC

Are you unsure if the filer’s passphrase and CIK confirmation code (CCC) are current so it can enroll in EDGAR Next? Can’t find the filer’s passphrase and/or CCC that it needs to enroll?

Follow this guidance to ensure the filer has a current passphrase and CCC to take advantage of the straightforward EDGAR Next enrollment process and avoid the additional work required to submit Form ID!

• Passphrases and CCCs created prior to September 2019 are not considered current and cannot be used to enroll.
• You can ensure the filer’s passphrase and CCC are current – without changing them – by inputting the same codes in the relevant place on the EDGAR Filer Management website.
• You can also obtain a new passphrase and CCC using the EDGAR Filer Management website. Details are below.

Before you begin:

• Coordinate with all those who need access to the filer’s EDGAR account before you change any EDGAR information or enroll. If you do not, the filer may not be able to make filings!
• Make sure that you have the correct CIK for the filer. If you are not certain, look up the CIK.

For more information about EDGAR access codes generally, see How Do I Understand and Utilize EDGAR CIKs, Passphrases, and Access Codes.

Obtain a New or Confirm the Current Passphrase

The filer must be able to receive email from EDGAR at the filer’s EDGAR point of contact (POC) email address reflected in EDGAR to obtain a new or confirm a current passphrase. This is because the process to update the passphrase includes EDGAR sending a security token to the EDGAR POC email.

• If the filer’s EDGAR POC email address in EDGAR is not current, it can be changed to a current email address by any individual with the authority to make filings for the filer.
• Filing agents may update a filer’s EDGAR POC email with the filer’s authorization and the necessary information.

Verify and update the EDGAR POC Email – for yourself or your client— by following these steps:

1. On the EDGAR Filing or EDGAR Online Forms website, log in with either the filing agent’s or the client’s CIK and password.
2. From the left menu, select Retrieve/Edit Data.
3. Enter the CIK and CCC for the relevant account.
4. Follow the prompts to the Retrieve/Edit Company and Submission Data page.
5. Under Retrieve Company Information, verify or update the EDGAR email.
6. Filing agents and others managing multiple CIKs: If you are updating information for multiple CIKs you do not need to log out; simply go back to the Retrieve/Edit Company and Submission Data page, select Enter Another CIK/CCC and follow the instructions on the page.

Once you have verified or updated the EDGAR POC email, you may obtain a new or confirm the current passphrase for the filer by following these steps:

1. Log into the EDGAR Filer Management website using your individual Login.gov account credentials.
   • If you do not have Login.gov individual account credentials for EDGAR, follow these instructions to obtain them.
2. Select Enroll in EDGAR Next.
3. Select Passphrase Reset, and then select Request a passphrase reset token.
4. Enter the CIK of the EDGAR account that requires a new passphrase and a reason for the update (e.g., forgot my passphrase), and select Request Token.
5. Within a few minutes, you should receive an email containing a security token at the EDGAR POC email address on file for the CIK you entered.
   • If you did not receive an email, see the guidance above for how to update the EDGAR POC email address.
6. Return to the EDGAR Filer Management website, select Enroll in EDGAR Next, then Passphrase Reset, and then Reset Passphrase.
7. Enter the CIK, security token number, and desired passphrase.
   • The passphrase must be exactly eight (8) characters, contain one of the four special characters listed, and at least one number (0-9).
   • You may input your current passphrase—this will update your passphrase to make it current without changing it.
8. Type the passphrase again to confirm, and then select Reset Passphrase.
9. EDGAR will return a success message to confirm your passphrase has been updated.
10. Make sure to save the confirmed/new passphrase you entered in a secure location. The filer will need the passphrase to enroll in EDGAR Next.

Obtain a New or Confirm the Current CCC

You can confirm the filer’s current CCC or obtain a new CCC for the filer through the EDGAR Filer Management website. This process requires that you confirm or obtain a new password for the filer at the same time. If you are obtaining a new CCC or changing the filer’s CCC, remember to coordinate with all those who need access to the filer’s EDGAR account to avoid any interruption in the filer’s ability to file.

1. Log into the EDGAR Filer Management website with Login.gov individual account credentials.
   • If you do not have Login.gov individual account credentials for EDGAR, follow these instructions to obtain them.
2. After you log into EDGAR Filer Management, at the bottom of the page, select Request a password and CCC reset token.
3. Enter the filer’s CIK and the reason for the request, then select Request Token.
4. EDGAR will send an email in a few minutes containing a security token to the EDGAR POC email address on file for the CIK.
   • If you did not receive an email, see the guidance above for how to update the EDGAR POC email address.
5. Once you receive the security token, navigate to the bottom of the same page in EDGAR Filer Management and select Reset password and CCC.
6. Enter the CIK, the token from the email sent to the EDGAR POC, and the filer’s new password and new CCC (or enter the filer’s existing CCC and password to confirm that they are current). You may also change one of those credentials and keep the other credential the same (for example, you may enter a new CCC and enter the existing password).
7. Make sure to save the CCC and password in a secure location. The filer will need the CCC to enroll in EDGAR Next and the password to make filings prior to September 15, 2025.

If you are unable to access your EDGAR account after following this guidance, contact Filer Support at (202) 551-8900, option #3 for additional assistance before you proceed to complete Form ID for lost electronic access.

If you are certain that the filer’s CCC and passphrase are current, you can enroll the filer in EDGAR Next by following the guidance in How Do I Enroll in EDGAR Next.

Reminder: The CCC is reset upon enrollment. Therefore, you should coordinate with all those who need access to the filer’s EDGAR account before you enroll or change any EDGAR information.