TheCorporateCounsel.net

Transition to EDGAR Next starts on Monday! That means the new EDGAR Filer Management website will go live, and filers may begin to enroll. There are multiple important dates to remember for this transition, so here are some more details from the staff of the EDGAR Business Office for a quick refresher:

1. Access to the dashboard will require Login.gov individual account credentials and multifactor authentication.
2. Amended Form ID will be effective and available on the dashboard.
3. Enrollment will open. Filers need current passphrase and CCC to enroll. Prior to March 24, 2025, filers without a current passphrase should obtain a new passphrase and filers without a current CCC should obtain a new CCC.
4. Enroll in EDGAR Next between March 24, 2025 and September 12, 2025 to avoid interruption in filing.
5. Separately, entities and individuals who do not have EDGAR access and need to file on EDGAR before March 24, 2025 should submit a Form ID application as soon as possible.
6. Compliance is required September 15, 2025 in order to file on EDGAR.

The implications of point 2 above are significant! This means that entities and individuals will need to complete the new Form ID application process beginning Monday. Also, just to clarify, points 4 and 6 mean that the current EDGAR platform and EDGAR Next will be running simultaneously between Monday and September 12.

If you feel like you’re already behind when it comes to EDGAR Next and missed Tuesday’s Section16.net webcast “How to Prepare for EDGAR Next,” do yourself a favor and listen to the archive (now available!) and peruse the slides. The speakers — NASPP’s Barbara Baksa, McKesson’s Jim Brashear and HPE’s Linda Epstein — are undoubtedly ahead of the curve and shared tons of practical tips that will help make your EDGAR Next journey a smooth(er) one.

– Meredith Ervine