Requesting Delegation from an EDGAR Account

arrow.png This functionality is reserved for Account Administrators.

Action required for delegated CIKs!

EDGAR requires Account Administrators to delegate users filing access. If this step isn’t completed and a user tries to file without being a delegated user, filings cannot proceed. 

Click here to learn more.

You can request filing authority by requesting delegation from an EDGAR account. 

💡You must have the Delegating Entity's CIK to complete the steps outlined in this article.

  1. Log in to the EDGAR Filer Management site.
  2. Under My Accounts, select the filer to go to the filer dashboard view.
    EDGARNext-Filer name menu link.png
  3. Select Manage Delegations and User Groups.
    DFIN Filer - Manage Del and User groups.png
  4. Select Request delegation.
    FM-manage-delegation.png
  5. Enter the filer’s CIK.
    FM-manage-delegation-request-authority.png
  6. Select Verify CIK to validate the filer’s CIK.
  7. Select Request delegation.
    FM-manage-delegation-request-authority-2.png
  8. Confirm the delegation request by selecting Yes, request delegation.
    FM-manage-delegation-request-authority-confirm.png

You must have the preference set to “Allow delegation requests” before you can request filing authority. View the article Changing Delegation Preference in an EDGAR Account to Allow Delegation Request for more information.

This article may have been partially created, reviewed, or enhanced with the assistance of Artificial Intelligence (AI) technology. While all content is reviewed by DFIN prior to publication, DFIN is not engaged in rendering legal or other professional advice, and this information is provided for informational purposes only and is not a substitute for legal or professional investment advice.

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