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This document provides instructions for generating access codes within the EDGAR system, including methods for new filers as well as existing filers needing to update or change access credentials.
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How to fill out EDGAR Filer Manual (Volume I)

01
Access the EDGAR Filer Manual on the SEC website.
02
Read the introduction to understand its purpose.
03
Follow the specific instructions for filing, paying attention to the checklists.
04
Complete the required forms based on your filing type.
05
Ensure that you adhere to formatting and technical specifications outlined in the manual.
06
Review your completed forms for accuracy and completeness before submission.
07
Submit your filings via EDGAR as directed in the manual.

Who needs EDGAR Filer Manual (Volume I)?

01
Public companies that are required to file reports with the SEC.
02
Investment funds that must comply with SEC regulations.
03
Individuals or entities seeking to understand the filing process and requirements.
04
Attorneys and accountants assisting clients with SEC compliance.
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People Also Ask about

EDGAR (Electronic Data Gathering, Analysis, and Retrieval) means the computer system for the receipt, acceptance, review and dissemination of documents submitted in electronic format to the Commission.
If you are registered with the SEC as an EDGAR filer you have filing codes; they were forwarded to you at the time of registration. If you cannot locate your filing codes then you need to use the Filer Management web site in conjunction with your passphrase to generate new ones.
Filer codes are used to submit documents to the EDGAR system and provide access to online tools and secure SEC websites. Filer codes consist of five unique sets of numbers; four provided by the SEC and, one created by the registrant.
The EDGAR Filer Manual consists of two volumes. EDGAR Filer Manual, Volume I: “General Information,” includes the requirements for becoming an EDGAR filer and maintaining EDGAR company information. EDGAR Filer Manual, Volume II: “EDGAR Filing,” sets forth the process to submit an online filing.

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EDGAR Filer Manual (Volume I) is a comprehensive guide that provides instructions and specifications for electronic filing with the SEC through the EDGAR (Electronic Data Gathering, Analysis, and Retrieval) system.
Entities that are required to file with the SEC, including publicly traded companies, certain investment companies, and foreign private issuers, must comply with the guidelines set forth in the EDGAR Filer Manual (Volume I).
To fill out the EDGAR Filer Manual (Volume I), filers must follow the specific coding and formatting requirements provided in the manual, ensure that their filings meet SEC regulations, and submit their documents through the EDGAR online filing system.
The purpose of the EDGAR Filer Manual (Volume I) is to ensure that electronic submissions to the SEC are properly formatted and comply with all applicable rules, thereby facilitating the efficient processing of filings.
EDGAR Filer Manual (Volume I) requires filers to report information including their corporate details, the types of securities they are filing for, the specific forms being submitted, and pertinent financial information as mandated by the SEC.
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