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EDGAR Filer Manual

Oct. 11, 2023

The EDGAR Filer Manual consists of Volume I: General Information , which includes the requirements for becoming an EDGAR filer and maintaining EDGAR company information; and Volume II: EDGAR Filing , which sets forth details on the process to submit online filings.

Volume I: General Information

Version 42 | Deployment Date: March 24, 2025 | full volume (PDF, 0.4 mb)

Changes from previous version

On March 24, 2025, EDGAR Release 25.1.1 will introduce the following changes:

Pursuant to EDGAR Filer Access and Account Management, Release No. 33-11313 (“EDGAR Next”) (adopted September 27, 2024):
- The EDGAR Filer Management dashboard (“dashboard”) is implemented;
- The EDGAR access process for asset-backed security issuing entities is moved from the "Retrieve/Edit Data" section of the EDGAR Filing and EDGAR OnlineForms websites to the dashboard; and
- Optional Application Programming Interfaces are available in EDGAR for filers that have enrolled in EDGAR Next
EDGAR Next guidance related to these changes are denoted in this EDGAR Filer Manual, Vol. I (Version 42) and Vol. II (Version 74).

Volume II: EDGAR Filing

Version 76 | Deployment Date: September 15, 2025 | full volume (PDF, 5.8 mb)

Changes from previous version

On September 15, 2025, EDGAR Release 25.2.2 will introduce the following changes:

Pursuant to EDGAR Filer Access and Account Management, Release No. 33-11313 (“EDGAR Next”) (adopted September 27, 2024):
- Individual account credentials from Login.gov will be required to access the EDGAR Filing and Online Forms websites, instead of the filer’s CIK and password as was previously required;
- Role-based filing permissions will be validated for the individual submitting the filing, instead of filing permissions being checked at the entity level as was previously required; and
- In order to make EDGAR submissions, filers must have enrolled in EDGAR Next or had their Form ID application for EDGAR access granted by SEC staff on or after March 24, 2025.

EDGAR Next guidance related to these changes are denoted in this EDGAR Filer Manual, Vol. II (Version 76) and Vol. I (Version 42).

Chapters

1. Introduction (PDF, 0.2 mb)

2. Quick Guide to EDGAR Filing (PDF, 0.3 mb)

3. Index to Forms (PDF, 0.7 mb)

4. Filing Fee Information (PDF, 0.3 mb)

5. Constructing Attached Documents and Document Types (PDF, 0.6 mb)

6. Interactive Data (PDF, 0.6 mb)

7. Preparing and Transmitting EDGARLink Online Submissions (PDF, 0.7 mb)

8. Preparing and Transmitting Online Submissions (PDF, 1.4 mb)

9. Filer-Constructed XML Submissions (PDF, 0.4 mb)

Appendices

A. Messages Reported by EDGAR (PDF, 0.1 mb)

B. Reserved (PDF, 0.1 mb)

C. EDGAR Submission Types (PDF, 0.1 mb)

D. Reference Copies of Forms (PDF, 0.1 mb)

E. Automated Conformance Rules for EDGAR Data Fields (PDF, 0.1 mb)

Past Filer Manuals

2025

6/16/2025 Volume II: EDGAR Filing (Version 76) (PDF)

6/16/2025 Volume II: EDGAR Filing (Version 75) (PDF)

3/24/2025 Volume I: General Information (Version 42) (PDF)

3/24/2025 Volume II: EDGAR Filing (Version 74) (PDF)

3/17/2025 Volume II: EDGAR Filing (Version 73) (PDF)

2024

12/16/2024 Volume II: EDGAR Filing (Version 72) (PDF)

9/16/2024 Volume II: EDGAR Filing (Version 71) (PDF)

7/1/2024 Volume II: EDGAR Filing (Version 70) (PDF)

3/18/2024 Volume II: EDGAR Filing (Version 69) (PDF)

2023

12/18/2023 Volume II: EDGAR Filing (Version 68) (PDF)

9/18/2023 Volume II: EDGAR Filing (Version 67) (PDF)

6/20/2023 Volume II: EDGAR Filing (Version 66) (PDF)

3/23/2023 Volume II: EDGAR Filing (Version 65) (PDF)

2022

12/19/2022 Volume II: EDGAR Filing (Version 64) (PDF)

9/21/2022 Volume II: EDGAR Filing (Version 63) (PDF)

6/21/2022 Volume II: EDGAR Filing (Version 62) (PDF)

3/20/2022 Volume I: EDGAR Filing (Version 40) (PDF)

Volume II: EDGAR Filing (Version 61) (PDF)

2021

12/20/2021 Volume II: EDGAR Filing (Version 60) (PDF)

9/20/2021 Volume I: General Information (Version 39) (PDF)

Volume II: EDGAR Filing (Version 59) (PDF)

6/14/2021 Volume I: General Information (Version 38) (PDF)

Volume II: EDGAR Filing (Version 58) (PDF)

3/15/2021 Volume I: General Information (Version 37) (PDF)

Volume II: EDGAR Filing (Version 57) (PDF)

2/3/2021 Volume I: General Information (Version 36) (PDF)

Volume II: EDGAR Filing (Version 56) (PDF)

2020

12/14/2020 Volume II: EDGAR Filing (Version 55) (PDF)

9/15/2020 Volume II: EDGAR Filing (Version 54) (PDF)

1/27/2020 Volume I: General Information (Version 35) (PDF)

Volume II: EDGAR Filing (Version 53) (PDF)

2019

9/30/2019 Volume I: General Information (Version 34) (PDF)

Volume II: EDGAR Filing (Version 52) (PDF)

6/10/2019 Volume I: General Information (Version 33) (PDF)

Volume II: EDGAR Filing (Version 51) (PDF)

3/11/2019 Volume II: EDGAR Filing (Version 50) (PDF)

2018

12/17/2018 Volume I: General Information (Version 32) (PDF)

Volume II: EDGAR Filing (Version 49) (PDF)

10/1/2018 Volume I: General Information (Version 31) (PDF)

Volume II: EDGAR Filing (Version 48) (PDF)

7/9/2018 Volume II: EDGAR Filing (Version 47) (PDF)

3/12/2018 Volume I: General Information (Version 30) (PDF)

Volume II: EDGAR Filing (Version 45) (PDF)

2017

9/11/2017 Volume I: General Information (Version 29) (PDF)

Volume II: EDGAR Filing (Version 55) (PDF)

7/17/2017 Volume I: General Information (Version 28) (PDF)

Volume II: EDGAR Filing (Version 42) (PDF)

3/13/2017 Volume I: General Information (Version 27) (PDF)

Volume II: EDGAR Filing (Version 41) (PDF)

1/30/2017 Volume I: General Information (Version 26) (PDF)

Volume II: EDGAR filing (Version 40) (PDF)

Volume III: N-SAR Supplement (Version 6) (PDF)

2016

12/12/2016 Volume I: General Information (Version 25) (PDF)

Volume II: EDGAR Filing (Version 39) (PDF)

6/13/2016 Volume II: EDGAR Filing (Version 37) (PDF)

2015

12/14/2015 Volume I: General Information (Version 24) (PDF)

Volume II: EDGAR Filing (Version 35) (PDF)

9/14/2015 Volume I: General Information (Version 23) (PDF)

Volume II: EDGAR Filing (Version 34) (PDF)

Volume III: N-SAR Supplement (Version 5) (PDF)

8/3/2015 Volume I: General Information (Version 22) (PDF)

Volume II: EDGAR Filing (Version 33) (PDF)

6/15/2015 Volume II: EDGAR Filing (Version 32) (PDF)

5/11/2015 Volume I: General Information (Version 21) (PDF)

Volume II: EDGAR Filing (Version 31) (PDF)

4/10/2015 Volume I: General Information (Version 20) (PDF)

Volume II: EDGAR Filing (Version 30) (PDF)

2014

12/15/2014 Volume I: General Information (Version 19) (PDF)

Volume II: EDGAR Filing (Version 29) (PDF)

10/20/2014 Volume I: General Information (Version 18) (PDF)

Volume II: EDGAR Filing (Version 28) (PDF)

6/16/2014 Volume I: General Information (Version 17) (PDF)

Volume II: EDGAR Filing (Version 27) (PDF)

Volume III: N-SAR Supplement (Version 4) (PDF)

3/4/2014 Volume I: General Information (Version 16) (PDF)

Volume II: EDGAR Filing (Version 26) (PDF)

2013

9/26/2013 Volume II: EDGAR Filing (Version 25) (PDF)

7/29/2013 Volume II: EDGAR Filing (Version 24) (PDF)

5/20/2013 Volume I: General Information (Version 15) (PDF)

Volume II: EDGAR Filing (Version 23) (PDF)

1/14/2013 Volume II: EDGAR Filing (Version 22) (PDF)

2012

10/5/2012 Volume I: General Information (Version 14) (PDF)

Volume II: EDGAR Filing (Version 21) (PDF)

8/29/2012 Volume I: General Information (Version 13) (PDF)

Volume II: EDGAR Filing (Version 20) (PDF)

3/26/2012 Volume I: General Information (Version 12) (PDF)

Volume II: EDGAR Filing (Version 19) (PDF)

2011

8/2/2011 Volume I: General Information (Version 10) (PDF)

Volume II: EDGAR Filing (Version 17) (PDF)

Volume III: N-SAR Supplement (Version 2) (PDF)

1/6/2011 Volume I: General Information (Version 9) (PDF)

Volume II: EDGAR Filing (Version 16) (PDF)

2010

4/12/2010 Volume II: EDGAR Filing (Version 14) (PDF)

2009

10/26/2009 Volume I: General Information (Version 8) (PDF)

Volume II: EDGAR Filing (Version 13) (PDF)

3/16/2009 Volume II: EDGAR Filing (Version 11) (PDF)

2007

8/20/2007 Volume I: General Information (Version 4) (PDF)

Volume II: EDGAR Filing (Version 7) (PDF)

2005

2/7/2005 Volume I: Filer Manual (Release 8.10) (PDF)

Volume II: N-SAR Supplement (Release 8.10) (PDF)

Volume III: Online Forms (Release 8.10) (PDF)

2003

5/5/2003 Volume I: Filer Manual (Release 8.5) (PDF)

Volume II: N-SAR Supplement (Release 8.5) (PDF)

Volume III: Online Forms (Release 8.5) (PDF)

2002

10/7/2002 Volume I: Filer Manual (Release 8.4) (PDF)

Last Reviewed or Updated: June 16, 2025