EDGAR Next Frequently Asked Questions

The EDGAR Business Office has compiled answers to certain frequently asked questions (FAQs) regarding EDGAR Next. If you have a question that is not addressed here, please send an email to EDGARNext@sec.gov.

Note that the terms “EDGAR filer” and “filer” are used interchangeably in these FAQs.

Jump to sections:

• Enrolling in EDGAR Next
• After enrollment
• Form ID
• Application programming interfaces (APIs)
• Login.gov credentials
• Filing during the transition period

Enrolling in EDGAR Next

Question 1: What is enrollment?
Answer 1: Enrollment is a streamlined process that allows EDGAR filers to transition to EDGAR Next without completing Form ID, notarizing documents, or presenting a power of attorney to SEC staff. Moreover, enrollment requests are typically processed and effective the same day they are submitted, and enrolled filers may access the optional EDGAR application programing interfaces (APIs).

Each filer may only enroll once. Therefore, each filer should coordinate carefully with all entities and individuals that may currently be filing on its behalf as soon as possible to determine which entity or individual the filer will authorize to enroll it.

To enroll in EDGAR Next, certain information must be presented to SEC staff on the dashboard of the EDGAR Filer Management website during the transition period. Please refer to the FAQs below for more details and the Enrolling in EDGAR Next instructional video.

Question 2: When can filers start enrolling in EDGAR Next?
Answer 2: March 24, 2025. See Question 5 for additional details.

Question 3: Does every EDGAR filer have to enroll in EDGAR Next?
Answer 3: Yes, all EDGAR filers must enroll in EDGAR Next, with limited exceptions.

EDGAR filers whose Form ID applications for EDGAR access are submitted and granted by SEC staff on or after March 24, 2025 are immediately subject to the requirements of EDGAR Next and do not need to enroll.

Question 4: Do EDGAR filers that file using a filing agent or software provider need to enroll in EDGAR Next?
Answer 4: Yes. EDGAR filers must enroll in EDGAR Next regardless of whether they are using a filing agent or other third-party service provider to file.

A filer should coordinate with its filing agents and third-party service providers prior to enrolling in EDGAR Next to determine whether they will provide enrollment services to the filer and which entity or individual the filer will authorize to enroll it.

Filing agents and third-party providers should consider communicating to their filer clients whether they will assist clients with enrollment in EDGAR Next.

Question 5: When must EDGAR filers enroll?
Answer 5: To continue filing on EDGAR without interruption, filers must enroll between March 24, 2025 and September 12, 2025, during the hours of EDGAR operation.

Filers can continue to enroll between September 15, 2025 and December 19, 2025, but they will not be able to file during that time period until they enroll.

After December 19, 2025, filers will be unable to enroll, and filers that have not enrolled will be unable to file on EDGAR or otherwise access their EDGAR accounts until they submit a Form ID application for access that is granted by SEC staff.

Note that filers whose Form ID applications for EDGAR access are submitted and granted by SEC staff on or after March 24, 2025 are immediately subject to the requirements of EDGAR Next and do not need to enroll.

Question 6: Who should enroll the EDGAR filer in EDGAR Next?
Answer 6: A filer may select anyone it trusts to enroll it, including but not limited to the filer’s employee, filing agent or law firm, or other trusted entity or individual. Keep in mind that only one individual can enroll each filer, and each filer can enroll only once.

SEC staff recommends that the filer select a trusted person or entity to enroll them because that person or entity will have sensitive information about the filer’s account necessary to enroll.

In advance of enrollment, the filer should coordinate with all those currently making filings on the filer’s behalf to clarify whom the filer will authorize to enroll it and to ensure that others do not attempt to enroll the filer without authorization.

Question 7: What information does an EDGAR filer need to enroll in EDGAR Next?
Answer 7: A filer must have the following information to enroll in EDGAR Next:

• Central index key (CIK)
• CIK confirmation code (CCC)
• Passphrase
• For each account administrator:
  • Name
  • Email address (must match the email address of the person’s Login.gov credentials)
  • Business address, and
  • Business telephone number

The filer also should be prepared during enrollment to select the quarter-end date by which it will perform annual confirmation on EDGAR—either March 31, June 30, September 30, or December 31.

If the filer is being enrolled as part of a bulk enrollment, the person enrolling the filer should also be prepared to indicate whether the filer is a single-member entity on the enrollment spreadsheet.

Question 8: If I am an employee of a company that makes filings on EDGAR (such as a filing agent, issuer, or broker-dealer), do I need to apply for a CIK?
Answer 8: No, only the entity or individual required to file on EDGAR pursuant to the federal securities laws needs to have a CIK (which is an EDGAR account).

Individuals who take actions for the company need to have Login.gov individual account credentials and be authorized on the dashboard. See How Do I Obtain Login.gov individual account credentials.

Question 9: Can I use a fake or temporary email to enroll?
Answer 9: No, filers should NOT use fake or non-existent email addresses to test in Beta, enroll, or make filings on live EDGAR. See Questions 24 and 25 for additional details.

Question 10: Do I need a power of attorney to enroll?
Answer 10: No, a power of attorney does NOT need to be presented to SEC staff to enroll. 

Question 11: Do I need to present SEC staff with a notarized document or a power of attorney to enroll?
Answer 11: No. You do not need to present a notarized document or power of attorney to SEC staff to enroll.

For more information, please see the other FAQs regarding enrollment and EDGAR Next Kick-Off Webinar #3 (regarding enrollment). You may also review the discussion of enrollment in the EDGAR Next Adopting Release.

If a filer wishes to execute a power of attorney or other notarized document to authorize the person or entity who will enroll the filer, that is a private arrangement between the filer and that person or entity.

Question 12: Is there a template for the power of attorney?
Answer 12: No, SEC staff does not provide a template.

Question 13: How can the filer enroll if no one knows the filer’s EDGAR passphrase?
Answer 13: If the filer has a current EDGAR point of contact (POC) email address on file with EDGAR—at which the filer currently can receive email from EDGAR—the filer can reset its passphrase by following these instructions, which are also linked on the EDGAR Next page on SEC.gov: Reset Your EDGAR Passphrase, EDGAR POC Email.

Question 14: What is the EDGAR POC?
Answer 14: The EDGAR POC (point of contact) is the person whom a filer has designated as its primary contact for SEC staff to reach with EDGAR inquiries. The filer’s EDGAR POC is listed on the EDGAR Filing website under Retrieve/Edit Data > select Contact for EDGAR Information, Inquiries and Access Codes.

On the EDGAR Next dashboard, the EDGAR POC is the account administrator selected as the filer’s primary point of contact. The primary point of contact can be changed on the dashboard to a different account administrator at any time.

Question 15: What should we do if we can’t access the filer’s EDGAR POC email address to see the passphrase reset email from EDGAR?
Answer 15: The filer can update its EDGAR POC email address to an address at which the filer can receive email by following these instructions, which are also linked on the EDGAR Next page on SEC.gov: Reset Your EDGAR Passphrase, EDGAR POC Email.

Question 16: Can I update my EDGAR POC email on or after March 24, 2025?
Answer 16: Yes. The March 24, 2025 EDGAR Next changes do not impact the ability of unenrolled filers to update their POC email by using the Retrieve/Edit Data function accessible on the filing websites, as described in Reset your EDGAR POC Email.  Enrolled filers will not be able to use the Retrieve/Edit Data function to update EDGAR POC and instead should update their information in the EDGAR Filer Management dashboard.  Otherwise, the filing websites will not be changed until the September 15, 2025 compliance date for EDGAR Next, when individual account credentials will be required to access the filing websites and filing permissions on the EDGAR Filer Management dashboard will be enforced to make filings.

Question 17: What should we do if the filer hasn’t made any submissions on EDGAR recently and can’t find its CCC?
Answer 17: The filer can reset its CCC by following these instructions, which are also linked on the EDGAR Next page on SEC.gov: Generating new and replacement CCC, password, and PMAC.

Question 18: How can the filer ensure it has a current CCC and passphrase for enrollment?
Answer 18: The filer can ensure that it has a current CCC and passphrase for enrollment by resetting those codes now. First, confirm that you can receive email from EDGAR at the EDGAR POC email address by following the guidance on how to Reset your EDGAR POC Email. Next, follow the guidance to Reset Your EDGAR Passphrase. Finally, follow the guidance to Change the CCC. Note that you can simply reconfirm your current CCC rather than change to a new CCC so long as you have a current EDGAR password.

Question 19: Can I use the CCC I used before March 24, 2025 to file on or after March 24, 2025?
Answer 19: Yes. If filers successfully used their CCC to file before March 24, 2025, they can use the same CCC to file and update their POC email after March 24, 2025. 

Until December 19, 2025, filers can continue to update passwords and CCC codes on the filing websites prior to enrollment in EDGAR Next or filers can use the token reset links on the new EDGAR Filer Management dashboard. See How Do I Understand and Utilize EDGAR CIKs, Passphrases, and Access Codes. Note that guidance will be updated in the How Do I as functionality changes. 

If filers need to reset their CCC on or after March 24, 2025 to ensure that it is current for enrollment, they can use the links available at the bottom of the new EDGAR Filer Management dashboard to send a reset token to their POC email. 

Question 20: Can I update my passphrase and/or CCC on or after March 24, 2025?
Answer 20: Yes. There are separate options to update passphrase and CCC/password on the dashboard of the new EDGAR Filer Management website.

Starting March 24, 2025, on the new EDGAR Filer Management dashboard, filers will maintain the ability to reset passphrase access codes and reset password and CCC access codes. The functionality is currently visible in EDGAR Next Adopting Beta environment. Passphrase reset is located within the Enroll in EDGAR Next tab and resetting password and CCC is located at the bottom of the dashboard homepage. Note that you can simply reconfirm your current CCC rather than change to a new CCC if you need to confirm a current CCC for enrollment.

Question 21: Can I enroll the company I represent if it does not have an EDGAR account for electronic filing?
Answer 21: No. Individuals and entities that do not have EDGAR accounts cannot enroll because they do not have an account to enroll in EDGAR Next.

Individuals and entities that do not have EDGAR accounts, and that wish to open EDGAR accounts, must submit amended Form ID beginning March 24, 2025 (or, prior to that date, the current Form ID).

Individuals and entities whose Form ID applications for EDGAR access are submitted and granted by SEC staff on or after March 24, 2025 are immediately subject to the requirements of EDGAR Next and do not need to enroll.

Question 22: How does an EDGAR filer enroll in EDGAR Next?
Answer 22: An EDGAR filer may enroll in EDGAR Next on the dashboard of the EDGAR Filer Management website beginning March 24, 2025.

For more information about when to enroll, please see the FAQ regarding When must EDGAR filers enroll. For more information about preparing to enroll and completing enrollment, please refer to the other FAQs regarding enrollment, the SEC staff’s Enrolling in EDGAR Next webinar, and the EDGAR Next Adopting Release.

In summary:

1. Before enrolling, the filer should determine whom the filer will authorize to enroll it and to ensure that no one else enrolls the filer without authorization.
2. The person authorized to enroll the filer must have Login.gov individual account credentials. Please see the FAQs regarding obtaining Login.gov individual account credentials below. For more information, please watch SEC staff’s Obtaining individual account credentials instructional video on the SEC’s YouTube channel.
3. The person authorized to enroll the filer will log into the dashboard with Login.gov individual account credentials.
4. On the dashboard, the person authorized to enroll the filer will enter the filer’s CIK, CCC, and passphrase, as well as the following information for each account administrator listed: name, email address, business address, and business telephone number. The person will also select a confirmation date by which the filer will confirm the accuracy of information about the filer’s EDGAR account on an annual basis going forward. The choices will be March 31, June 30, September 30, and December 31. If the filer is being enrolled as part of a bulk enrollment, the person enrolling the filer should be prepared to indicate whether the filer is a single-member entity on the enrollment spreadsheet.
5. If enrollment is successful, a pop-up success message will appear, and the account administrators listed during enrollment will receive both an email and a notification on the dashboard that they are the account administrators for the filer.

Thereafter, the account administrators can log into the dashboard with Login.gov credentials and manage the filer’s account.

Question 23: Can I enroll on the Beta version of EDGAR Filer Management dashboard?
Answer 23: No, filers must enroll on the live EDGAR Filer Management dashboard starting March 24, 2025, NOT in the Beta testing environment. 

Question 24: Do individual/section 16 filers need to obtain Login.gov credentials and complete EDGAR Next enrollment themselves?
Answer 24: No, individual filers are not required to obtain Login.gov individual account credentials and enroll themselves. If they choose not to enroll themselves, however, they must authorize an individual or entity to enroll them.

Regardless of who completes enrollment, an individual filer’s EDGAR account must enroll in EDGAR Next.

Individual filers may select anyone they trust to enroll them, including but not limited to the filer’s employee, the filer’s filing agent or law firm, or other trusted entity or individual. SEC staff reminds filers that the person or entity they select to enroll them will have sensitive information about the filer’s account necessary for enrollment. Please keep in mind that only one individual can enroll each filer, and each filer can enroll only once.

After Enrollment

Question 25: What should the filer do after it enrolls?
Answer 25: The account administrators authorized during enrollment should proceed to set up the filer’s account on the dashboard. This may include inviting users, technical administrators and additional account administrators, and delegating authority to file to delegated entities, including but not limited to filing agents. Please refer to the EDGAR Next Adopting Release for more information.

Please be aware that enrollment will automatically reset the filer’s CCC, which EDGAR will continue to require in order to file. The CCC will be visible on the filer’s dashboard on the EDGAR Filer Management website after enrollment to all those authorized on the dashboard. Therefore, the filer should ensure that the filer’s account administrators add relevant individuals and/or delegate authority to relevant entities that file on the filer’s behalf on the dashboard immediately after enrollment so that filing may continue uninterrupted after enrollment.

Form ID

Question 26: If my only role in assisting a filer in gaining access to EDGAR is preparing and submitting a Form ID based on the information provided by the filer, do I need to be listed on Form ID as an account administrator or authorized individual (signatory of Form ID)?
Answer 26: No, submitters of Form ID do not need to be named on Form ID as an account administrator or authorized individual. 

Note that if you are submitting Form ID on behalf of the filer, you will need individual account credentials from Login.gov to reach the dashboard of the EDGAR Filer Management website where you complete and submit Form ID. See How Do I Obtain Login.gov Individual Account Credentials.

Application Programming Interfaces (APIs)

Question 27: What is an API?
Answer 27: Application programming interfaces (“APIs”) are machine-to-machine communications with EDGAR. A number of APIs are being added to EDGAR as part of the EDGAR Next changes. All APIs are optional and not required to file on the EDGAR filing websites.

Question 28: How do I use APIs?
Answer 28: After the filer enrolls, the filer may consider whether it wants to use APIs to make filings, retrieve information from EDGAR and perform certain account management functions. Please consult How Do I Understand EDGAR Application Programming Interfaces, How Do I  Create and Manage Filer and User API Tokens, Overview of EDGAR APIs, and the API Development Toolkit for guidance regarding APIs.

The use of APIs is optional.

Login.gov Credentials

Question 29: Is it okay if one person shares her Login.gov credentials with other people, or creates group Login.gov credentials?
Answer 29: No. Individual account credentials are for the use of the individual who created them and must not be shared with other individuals.

As noted in the EDGAR Next Adopting release, the March 2025 version of Volume I of the EDGAR Filer Manual will clarify that each applicant or filer may only authorize to act on its behalf on EDGAR those individuals who have obtained individual account credentials through Login.gov, a sign-in service of the U.S. General Services Administration. Individual account credentials are for the use of the individual who obtained them and identify the individual taking action on EDGAR.

For more information, please watch the SEC staff’s Obtaining individual account credentials instructional video on the SEC’s YouTube channel.

Question 30: I already have a Login.gov account for personal purposes. Can I use that account for EDGAR or do I need to get a new account?
Answer 30: Consider creating a separate Login.gov account for use with EDGAR and providing Login.gov a different email address for use with EDGAR than that used for personal purposes.

EDGAR uses the email address the individual provided to Login.gov to identify that individual and send notifications to the individual. Further, the individual’s email address provided to Login.gov is visible to others on the dashboard.

For more information about Login.gov individual account credentials, please watch the SEC staff’s Obtaining individual account credentials instructional video on the SEC’s YouTube channel.

Question 31: Do I need Login.gov credentials to view public filings on EDGAR?
Answer 31: No. You may view public EDGAR filings on SEC.gov. No login is necessary.

Filing During the Transition Period

Question 32: Can I still file on directly on the EDGAR filing websites?
Answer 32: Yes, filers can file on the existing EDGAR Filing and Online Forms websites in the same way they do now through September 12, 2025. On September 15, 2025, filers can continue to file directly on the EDGAR Filing and Online Forms websites if they are in compliance with EDGAR Next.

Question 33: Between March 24, 2025 and September 12, 2025, can I still submit filings through EDGAR Filing and EDGAR Online Forms or do I need to use an API?
Answer 33: Filers may continue to make submissions on the legacy EDGAR filing websites using the current EDGAR filing process through September 12, 2025 whether or not they enroll in EDGAR Next.

Beginning March 24, 2025, if filers enroll in EDGAR Next, or SEC staff grants filers’ amended Form ID applications, APIs will be available as an option for submitting filings and transmitting and retrieving information.

The use of APIs is optional during and after the transition period. Filers do not need to use any API at any point in time. Filers may choose to connect to APIs, however, to facilitate the transmission of information to, and retrieval of information from, EDGAR.

As of September 15, 2025, the final EDGAR Next compliance date, filers may no longer make submissions according to legacy EDGAR filing practices.

For additional guidance regarding APIs, please consult the API Development Toolkit and the Overview of EDGAR APIs.

Disclaimer: These EDGAR Next FAQs represent the views of the staff of the EDGAR Business Office. They are not a rule, regulation, or statement of the Securities and Exchange Commission. The Securities and Exchange Commission has neither approved nor disapproved the content of these FAQs. These FAQs, like all staff statements, have no legal force or effect: they do not alter or amend applicable law, and they create no new or additional obligations for any person.