Managing Delegated Filing Authority in EDGAR Filer Management

arrow.png This functionality is reserved for Account Administrators.

Best practices

For the most accurate and up-to-date filing information, use the DFIN Filer Management portal. Updates made directly in the EDGAR Filer Management site may take time to sync, which can delay or block your submission if outdated data is used.

Log into the DFIN Filer Management portal right away to get started.

 

  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.
    EDGARNext-Manage Delegations and User Groups section selector.png
  4. Select Add delegation.
    EDGARNext-Add delegation button.png
  5. Enter the delegated entity’s CIK and click Search.
    DFIN ARROW ICON.png Adding DFIN as the Delegated Filer: Use CIKs 0001193125 and 0000950130. These are the primary and backup CIKs so we will always have one available for filing. 
    ActiveDisclosure - Add Delegation.png
  6. Select Delegate.
    ActiveDisclosure - Add Delegation info.png
  7. Confirm the delegation by selecting Yes, delegate.
    ActiveDisclosure - Add Delegation confirmation.png

DFIN filing agent CIKs

When delegating to DFIN, please delegate to the following DFIN filing agent CIKs: 

  • 0001193125
  • 0000950130

DFIN Arrow Icon.png NOTE: By delegating to DFIN, you enable the use of our Filer API Token. This token is used to file with SEC EDGAR on your behalf, and you will need to provide your User API Token when self-filing using DFIN applications. 

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.

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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