EDGAR Next Timeline

The SEC’s EDGAR Next rule mandates significant changes to electronic filing procedures. Effective September 15, 2025, all SEC filers must comply with EDGAR Next requirements. Enrollment begins on March 24, 2025. Understanding EDGAR Next is crucial for ensuring seamless regulatory compliance.

Key Dates and Actions for EDGAR Next

Key Deadlines

March 24, 2025 – Enrollment opens for existing and new filers.
September 15, 2025 – Compliance deadline for all active filers.

Ensure your organization meets these deadlines to avoid filing disruptions.

EDGAR Next Enrollment Process - Existing Filers

Prepare Credentials: Gather your CIK, CCC, and Passphrase.
Login.gov Account: Create an account using your corporate email.
Access Filer Management: Sign in with Login.gov at the SEC Filer Management website.
Enroll CIK(s): Complete the manual or bulk enrollment process.
Delegate Filing Authority (if applicable).
Confirm Annual Compliance.

Existing Filer – Bulk Enrollment

Prerequisite: You need Login.gov credentials for EDGAR Next enrollment starting March 24, 2025.

Go to the Filer Management website
Click Sign in with LOGIN.GOV
Enter Login.gov credentials
Click Sign In
Click ENROLL IN EDGAR NEXT
Select the Bulk enrollment radio button.
Download the Bulk enrollment CSV template file
- Fill columns A-AH for each CIK
  - Refer to Getting Started if you lack the CCC(s) or Passphrase(s).
- Save the completed bulk enrollment CSV file to your desktop for EDGAR Next upload.
Click choose from folder to locate the completed bulk enrollment CSV on your desktop.
- Select the file and click Open
Click ENROLL NOW
- A message will display indicating a successful enrollment
- Review any error messages, if applicable

Note: CCC is updated with each CIK enrollment. This must be shared with Filing Agents to ensure traditional filings can continue through September 12, 2025.

See the Delegation section for next steps

Managing EDGAR Next Access Account Administrators

Each filer must designate at least two Account Administrators (except single-member companies requiring one).
Administrators manage users, permissions, and ensure compliance with SEC regulations.

Login.gov Credentials

Every individual filing with the SEC must use Login.gov.
Email addresses must match between Login.gov and EDGAR.

Instructions to Creating Login.gov credentials.

Go to Login.gov
Click Create an Account
Enter your email address
Use the company email address that you will utilize within EDGAR Next
Complete the remaining fields
Click Submit
Navigate to your email inbox, click Confirm email address
Create your Login.gov password
Click Continue
Complete the Multifactor Authentication selection

EDGAR Next Form ID - New Filers

New Filers after March 24, 2025, and existing filers after the transition period December 19, 2025

Form ID Application for New Filers (on or after 3/24/2025)

Complete the Form ID application, print it, sign, and notarize the copy, then scan and upload the PDF. Finally, submit the application to the SEC for review.

Login to the Filer Management website
Expand the Apply for EDGAR access section
Choose "New EDGAR account" to get a new EDGAR account number or Central Index Key (CIK).
Click Continue
Review the Important information, then click Continue to Form ID Application.

You may Save and Download your application at any time. The saved file with the “.eis” extension cannot be printed or viewed. Upload the application to the Filer Management website to view, continue, or print it.

Step 1: Application for EDGAR access

State if the applicant is a company or individual. Depending on what is selected the required information throughout the form may change slightly.
Enter the legal name of the entity or individual
Select the Applicant type
- Choose “Filer” if no other applicant types apply.
For companies, specify whether they will submit DOS or DRS forms.
- Selecting “Yes” will prevent the new CIK number and EDGAR account information from being made publicly available on SEC.gov until a public filing is made.
Enter the applicants mailing address and preferred contact information
Indicate if the applicant has any violations of federal or state securities laws
- If you select “Yes”, the SEC staff may contact you to verify your EDGAR access eligibility.
Click Continue

Step 2: Company applicant information (not applicable for individual applicants)

Enter the company’s Tax or Federal ID Number
Enter the LEI, if any (optional)
Enter the “Doing Business as” name if different than the legal name (optional)
Enter the State OR Country of Incorporation
Enter the foreign issuer name if different than the English name (optional)
Enter the fiscal year end (mm/dd)
Enter the company’s primary website, if any (optional)
Indicate Yes or No to this question: “Is the company in good standing in its state or country of incorporation?”
Enter the Company’s primary business information (address and telephone number)
- This must be the applicant company’s primary business information, or that of the company’s registered agent. Do not enter the address of the company’s law firm or filing agent.
- You must enter the actual physical address; P.O. boxes are not acceptable
- This can also be the same as the mailing address and preferred contact information in Step 1
Indicate Yes or No to this question: “Single-Member
- If yes, only one Account Administrator is required

Step 3: Account administrator information

Complete the following for Prospective Account administrator (1):
- Name
- Business Title/position
- Indicate Yes or No to this question: “Is Prospective Account Administrator 1 the applicant (for an individual applicant), or an employee of the applicant or its affiliate (for a company applicant)?”
  - If no, provide the full legal name of the prospective account administrator’s employer and the employer’s CIK, if any. You must also attach to your submission a notarized power of attorney authorizing the individual as an account administrator to manage the applicant’s EDGAR account.
- Business address
  - The address can be a new address or match the information supplied in prior steps
- Email (confirm email by re-entering in the next field)
  - This email address should be the same as the email they use to access Login.gov
- Telephone number
- Indicate Yes or No to the following question related to “Violations of federal or state securities laws”
  - If you indicate “Yes”, the SEC staff may contact you to determine your eligibility for EDGAR access
Repeat steps above for Prospective Account Administrator (2)
Click Continue

Step 4: Billing information (not applicable for individual applicants)

Complete the following information for the Billing Contact:
- Name
- Business title
- Employer
- Business address and contact information
  - The address can be a new address or match the information supplied in prior steps
- Email
- Telephone Number
Indicate Yes or No to the following question related to “Violations of federal or state securities laws”
- If you indicate “Yes,” the SEC staff may contact you to determine your eligibility for EDGAR access
Click Continue

Step 5: Signature

Signature information must be completed prior to printing for signing and notarization

Complete the following information for the Signature:
- Name
- Business address and contact information
  - The address can be a new address or match the information supplied in prior steps
- Email
- Telephone Number
Indicate Yes or No to the following question related to “Violations of federal or state securities laws”
- If you indicate “Yes,” the SEC staff may contact you to determine your eligibility for EDGAR access
Indicate Yes or No to the following question related to “Is Form ID being signed pursuant to a Power of Attorney?
- If you indicate “Yes,” you must list the following information for the person signing the power of attorney:
  - Name
  - Business title/position
  - Employer
  - Business address and contact information
    - The address can be a new address or match the information supplied in prior steps
  - Email
  - Telephone Number
  - Indicate Yes or No to the following question related to “Violations of federal or state securities laws”
If you indicate “Yes,” the SEC staff may contact you to determine your eligibility for EDGAR access
Click Continue

Step 6: Documents

If you have not already, click Save and Download to save the .eis file.
- This .eis file can be used to restore your Form ID application. This is helpful in case you need some time to have your document signed and notarized. It also prevents you from needing to reenter information within the application.
Click Review and Print
Review the application
Use the Edit buttons for each part to make changes if any
Click Print Application for Notarization
Save or print the application to be signed and notarized
Click Save and Download to save the .eis file for future use in case you have already
Click Exit. This will return you to the Filer Management home page.

Step 7: Submit

Login to the Filer Management website
Expand the Apply for EDGAR access section
Select the radio button for “Resume and submit application from previously saved and downloaded (.eis) file”
Upload the .eis file created during Step 6 above
Click Continue
When the saved application opens in EDGAR, select “Part 6 - Documents.”
Upload the signed and notarized Form ID (.pdf file)
- Include any POA’s within the Form ID application PDF
Click on Validate & Add Document and resolve any validation errors to proceed
Click Review & Print
Scroll through to review and confirm the contents of the Form ID Application
Click Submit
You will receive an email with an accession number that you should retain for reference
You will now be returned to the Filer Management home page

Sample email to account administrator confirming the new Form ID application has been approved:

You are now an account administrator for ABC test company, CIK 0003001009, in EDGAR, and you are authorized to:

Submit electronic filings on EDGAR on behalf of the filer by entering your Login.gov credentials and the relevant CIK Confirmation Code (‘CCC’);
Add and remove users, account administrators, and technical administrators;
Delegate authority to other EDGAR accounts to submit electronic filings on EDGAR, and remove delegated authority;
Annually confirm the accuracy of the filer’s users, account administrators, technical administrators, and delegations on the dashboard; and
Generate a new CCC code.

If you do not wish to be a user for this filer, visit EDGAR Filer Management, navigate to My Accounts on the dashboard and select the ‘Remove self’ option for the filer.

See the SECs EDGAR Filer Manual for full instructions.

Delegating filing authority

Delegate directly to M2’s Filing Agent CIK (0001493152)

Prerequisite: To complete Delegation, you must have Login.gov credentials and enrolled Filer CIK(s) into EDGAR Next.

Go to the Filer Management website
Click Sign in with LOGIN.GOV
Enter Login.gov credentials
Click Sign In
Expand the My Accounts section.
Check the box next to each Filer that will delegate filing authority
Click the Bulk actions drop-down
Select Add delegation
Enter the CIK (0001493152) for M2
- Confirm the details of the delegated entity
Click Delegate
Click Yes, Delegate

Removing delegation authorization

To remove delegated approval to file on your behalf:

Login to the Filer Management website
Expand the My Account section
Click on the name of the entity for which you would like to manage
Expand the Manage Delegations and User Groups section
Click on the ellipses to the left of the entity you would like to manage
Click Cancel Delegation

Managing individuals on the EDGAR Filer Management Dashboard

Prerequisite: You must have Login.gov credentials, Filer CIK(s) has/have been enrolled into EDGAR Next (on or after March 24, 2025), and you are an Account Administrator.

Add Account Administrator(s)

Go to the Filer Management website
Click Sign in with LOGIN.GOV
Enter Login.gov credentials
Click Sign In
Click MY ACCOUNTS
Select the checkbox next to each filer that should be affiliated with the user being added
- The system defaults to showing 5 filers per page. Expand ‘Items per page’ if necessary
Click Bulk actions
Select Add individual
Enter the individuals email address
- Note - this must be the email address they used to create their Login.gov account
Enter the administrator’s name
Select the Account Administrator checkbox
Click ADD INDIVIDUAL
Click YES, ADD INDIVIDUAL
Repeat steps 6-13 for each user

Add User(s) in EDGAR Filer Management Dashboard

Go to the Filer Management website
Click Sign in with LOGIN.GOV
Enter Login.gov credentials
Click Sign In
Click MY ACCOUNTS
Select the checkbox next to each filer that should be affiliated with the user being added
- The system defaults to showing 5 filers per page. Expand ‘Items per page’ if necessary
Click Bulk actions
Select Add individual
Enter the individuals email address
- Note – this must be the email address they used to create their Login.gov account
Enter the user’s name
Select the User checkbox
Click ADD INDIVIDUAL
Click YES, ADD INDIVIDUAL
Repeat steps 6-13 for each user

Remove Account Administrator(s)

Go to the Filer Management website
Click Sign in with LOGIN.GOV
Enter Login.gov credentials
Click Sign In
Click MY ACCOUNTS
Click on the Filer’s name
Click MANAGE INDIVIDUALS
Enter the account administrator or user’s name in the ‘Filter by’ box
Click on the ellipses under the ‘Actions ’ column for the administrator or user to be removed
Click Remove individual
Click REMOVE
Click YES, REMOVE
Repeat steps 1-12 for each administrator or user

Review CCC in EDGAR Filer Management Dashboard

Prerequisite: You must have Login.gov credentials, the Filer CIK(s) have been enrolled into EDGAR Next (on or after March 24, 2025), and you are an Account Administrator or an Account User.

Go to the Filer Management website
Click Sign in with LOGIN.GOV
Enter Login.gov credentials
Click Sign In
Click MY ACCOUNTS
Click on the Filer’s name
Click ACCOUNT DETAILS
- Note the updated CCC and alert any Filing Agents that will file via traditional EDGAR before September 15, 2025, with the updated CCC
Navigate to additional filers using the Account, CIK drop-down
Repeat steps 7-8 for each additional Filer

Annual confirmation

Prerequisite: You must have Login.gov credentials and be an Account Administrator.

To complete the annual confirmation for an entity:

Login to the Filer Management website
Expand the My Account section
Click on the name of the entity for which you would like to manage
Click on the MANAGE INDIVIDUALS section to review individuals
- See Managing Individuals on the EDGAR Filer Management Dashboard for instructions to add or remove administrators and/or users.
Click on the MANAGE DELEGATIONS AND USER GROUPS section to review delegations.
- See Managing Delegations for instructions to add or remove administrators and/or users.
Click Annual Confirmation (due date XX/XX/XXXX)
Click Proceed to Confirmation
Click I confirm on behalf of the filer
The following confirmation message is received:

The date of annual confirmation is also updated:

Defining terms

Account Administrator

This role is crucial for ensuring compliance with SEC regulations and maintaining the security and functionality of the EDGAR system.

Account administrators are designated individuals authorized by filers to manage their EDGAR accounts. These administrators have several key responsibilities:

Managing Permissions: They control permissions of other users with account credentials to make submissions on the filer's behalf.
Enrollment: During the enrollment process, filers must provide information about the individuals they authorize as account administrators.
Security: Account administrators ensure that all users comply with security protocols, including obtaining individual account credentials and enabling multifactor authentication

Each organization must have at least two Account Administrators, except for individuals or single-member companies, which must have at least one.

There is a maximum of 20 account administrators per CIK.

Delegation of Filing Authority

Filers can authorize third-party providers like M2 Compliance for secure EDGAR submissions.

Delegation is managed through the EDGAR Filer Management dashboard.

EDGAR Accounts

Also referred to as CIKs or Filers.

EDGAR Filer Management

Is a portal provided by the U.S. Securities and Exchange Commission (SEC) for companies and individuals who need to submit electronic filings.

User

Is an individual granted access to the EDGAR system to perform specific tasks related to electronic filings with the SEC via EDGAR.

There is a maximum of 500 users per CIK.

Annual Confirmation & Security Compliance To maintain compliance:

Review & confirm user access annually.
Update CCC codes when required
Monitor login activity to prevent unauthorized access.

Why Choose M2 Compliance for EDGAR Next?

Seamless Enrollment Assistance: Our experts guide you through each step.

Regulatory Expertise: Stay compliant with the latest SEC requirements.

Secure Filing Services: Ensure accuracy and timeliness of your SEC filings.

Start your EDGAR Next Registration today! Visit M2 Compliance for a hassle-free registration experience.