How do I file a Schedule 13D and Schedule 13G with Toppan Merrill?
For full-service processing of Schedule 13D or Schedule 13G, complete the applicable worksheet below and email the completed worksheet to your local Toppan Merrill Customer Service site for processing:
Schedule 13D
- Schedule 13D XML Client Worksheet
- Schedule 13D Instructions (can also be used for HTML filings until 12/17/24)
Schedule 13G
- Schedule 13G XML Client Worksheet
- Schedule 13G Instructions (can also be used for HTML filings until 12/17/24)
For online, self-service filings of the Schedule 13D and Schedule 13G, leverage the Toppan Merrill SEC Connect SaaS platform.
In what format should Schedule 13D or Schedule 13G be filed?
Schedule 13D and Schedule 13G are permitted to file in HTML format until December 17, 2024. After December 18, 2024, all Schedule 13D and Schedule 13G filings must be filed in XML format.
Insights
Click here to read the blog.