Getting Started with EDGAR Next Filing

Prerequisite: To complete EDGAR Next enrollment, you must have Login.gov credentials and it must be completed on or after March 24, 2025.

1. Go to the Filer Management website
2. Click Sign in with LOGIN.GOV
3. Enter Login.gov credentials
4. Click Sign In
5. Click ENROLL IN EDGAR NEXT
6. Select the Manual enrollment radio button
7. Enter Access Codes
   • See Getting Started with EDGAR Filing if you do not have the CCC or Passphrase
8. Click VERIFY ENTITY
9. Select annual confirmation date from drop-down
10. Indicate whether filer is a single-member company
11. Enter account administrator details
    • Note: Two account administrators will be required if filer is not a single-member company
12. Click Enroll now
    • A message will display indicating a successful enrollment
13. Repeat steps 6 – 12 for each CIK

Note: CCC is updated upon enrollment for each CIK. See Review CCC in EDGAR Next Dashboard to locate the updated CCC. This must be shared with Filing Agents to ensure traditional filings can continue through September 12, 2025.

See the Delegation section for next steps

1. Indicate if the applicant is a company or an individual. Depending on what is selected the required information throughout the form may change slightly.
2. Enter the legal name of the entity or individual
3. Select the Applicant type
   • Select “Filer” if none of the other applicant types listed apply
4. For companies, indicate if they will be submitting DOS or DRS form type
   • 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
5. Enter the applicants mailing address and preferred contact information
6. Indicate if the applicant has any violations of federal or state securities laws
   • If you indicate “Yes”, the SEC staff may contact you to determine your eligibility for EDGAR access
7. Click Continue

1. Enter the company’s Tax or Federal ID Number
2. Enter the LEI, if any (optional)
3. Enter the “Doing Business as” name if different than the legal name (optional)
4. Enter the State OR Country of Incorporation
5. Enter the foreign issuer name if different than the English name  (optional)
6. Enter the fiscal year end (mm/dd)
7. Enter the company’s primary website, if any (optional)
8. Indicate Yes or No to this question: “Is the company in good standing in its state or country of incorporation?”
9. 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
10. Indicate Yes or No to this question: “Single-Member
    • If Yes, only one Account Administrator is required

1. 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
2. Repeat steps above for Prospective Account Administrator (2)
3. Click Continue

1. 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
2. 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
3. Click Continue

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

1. Complete the following information for the Signature:
   1. Name
   2. Business address and contact information
      • The address can be a new address or match the information supplied in prior steps
   3. Email
   4. Telephone Number
2. 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
3. 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
4. Click Continue

1. If you haven’t 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.
2. Click Review and Print
3. Review the application
4. Use the Edit buttons for each part to make changes, if any
5. Click Print Application for Notarization
6. Save or Print the application to be signed and notarized
7. Click Save and Download to save the .eis file for future use in case you have already
8. Click Exit. This will return you to the Filer Management home page.

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

1. Go to the Filer Management website

2. Click Sign in with LOGIN.GOV

3. Enter Login.gov credentials

4. Click Sign In

5. Expand the My Accounts section.

6. Check the box next to each Filer that will delegate filing authority

7. Click the Bulk actions drop-down

8. Select Add delegation

9. Enter the CIK (0001104659) for Toppan Merrill

• Confirm the details of the delegated entity

10. Click Delegate

11. Click Yes, Delegate

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

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

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 the permissions of other users who have account credentials to make submissions on behalf of the filer.
• 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.

Filers can delegate authority to others to file on their behalf. This is managed through the EDGAR Filer Management dashboard, where Account Administrators can add additional Account Administrators, delegate authority to another filing CIK.

Any Account Administrator or user within the Filer’s CIK has the authority to transmit a filing on behalf of the Filer. Additionally, any Account Administrator or authorized user, within the delegated CIK, has the ability to transmit a filing on behalf of the Filer’s CIK.

Also referred to as CIKs or Filers.

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