Blue Sky Comply

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Form ID Filing
Services

Streamlined, compliant SEC Form ID and EDGAR Next
registration support so you can start electronic filing
quickly and confidently.
SEC Form ID is the essential application required by the Securities and Exchange Commission for any company, individual, or entity that needs to file documents electronically through the EDGAR (Electronic Data Gathering, Analysis, and Retrieval) system. This critical first step establishes your unique Central Index Key (CIK) number and generates the EDGAR access codes—including your CIK and CCC (Central Control Code)—necessary to submit required SEC filings such as registration statements, periodic reports, and other disclosure documents. 
With the SEC’s transition to the new EDGAR Next framework, the Form ID application process has moved fully online and now incorporates modernized identity verification, enhanced security features, and improved account management capabilities for a more streamlined user experience. Whether you’re a company preparing for an IPO, a private company raising capital, or an individual filer, obtaining your EDGAR access codes through Form ID is a mandatory requirement before you can begin electronic filing. 

Due to the updated authentication protocols and longer SEC review process, it’s essential to ensure all information is accurate, complete, and properly verified to avoid delays or rejections that could impact your filing deadlines.

Our Form ID
Service

all-in-one

All-in-one SEC EDGAR Form ID Preparation & Filing

We provide end-to-end SEC Form ID preparation, submission, and EDGAR Next onboarding support so you can obtain your EDGAR access codes quickly, accurately, and with minimal effort.

  • Prepare Form ID for issuers, funds, and individuals needing EDGAR access
  • Coordinate the required notarized authentication document and attachments
  • Live file the Form ID via EDGAR and monitor acceptance
  • Generate SEC codes for the filer
application

Application and Filing Support

We streamline the entire application and filing process, helping you avoid costly delays, errors, and rejections.

  • Shortened Form ID Application: Complete the Form ID application in a few simple steps.
  • Form ID Guidance: We review and validate your completed form fields and documents to ensure we avoid rejections
edgar-codes

EDGAR Codes & EDGAR Next Account Setup

Once your Form ID is accepted, we help you activate your SEC filing credentials under the new EDGAR Next framework.

  • Obtain EDGAR codes: Retrieve your CIK, CCC, Password, and PMAC codes securely
  • EDGAR Next Account Setup: Assist with your SEC account setup and quicker filing steps
  • Prepare for First SEC Filing: Align Form ID timing to your fundraising plan or other SEC filing requirements.

Ongoing Support and Maintenance

Code Recovery and Resets

Lost or expired EDGAR codes? We help you regain access quickly and securely so you can resume filing without disruption.

  • EDGAR Code Recovery:
    We can help with CCC/Password/PMAC updates and resets for locked or expired accounts
  • Access Troubleshooting:
    We assist with EDGAR Next issues, filing agent delegations, POA docs, and SEC filing code generation.

Entity Change & Role Management

Keep your EDGAR account current as your organization evolves and manage filing permissions across your team.

  • Entity Updates:
    We help make account and contact updates on your EDGAR profile
  • User Management:
    We manage Delegated Administrator users required on your EDGAR Next account, while maintaining security protocols.

Compliance Readiness

Stay ahead of filing deadlines with proactive EDGAR account preparation and timeline coordination.

  • Filing Deadline Tracking:
    Obtain SEC EDGAR filing codes in time for your first filing deadline
  • Integrated Planning: We advise you on the amount of time that you need for each step: Form ID, SEC filing, and blue sky state filings.

    Who Needs Form ID?

    Companies raising capital through a private Reg D offering

    Companies preparing a Reg A filing (Tier 1 or Tier 2)

    Companies offering crowdfunding via Reg CF & Form C

    Companies filing any type of filing on the SEC EDGAR system

    Form ID is the gateway to EDGAR. Getting it right the first time saves days when timing matters most.

    Benefits of Form ID Services

    Our EDGAR Next and Form ID support keeps you moving toward your first filing with confidence. Get access as follows:

    Faster turnaround

    Filing made far simpler than EDGAR Next

    Correct and accurate filings

    Secure handling of sensitive codes

    Why Choose Blue Sky Comply?

    Expert Guidance

    We live and breathe securities filings, from Form ID through state notices, so you can navigate EDGAR, federal rules, and Blue Sky compliance without detours.

    Simplified, Secure Process

    We draft, review, submit, and track everything, then deliver your codes securely with clear next steps.

    Cost-Efficient and Scalable

    We streamline EDGAR onboarding for single issuers, law firms, and funds, reducing delays and legal spend.

    From Access to Action

    Once your EDGAR credentials are live, we will get started on federal and state securities filings.

    How it Works

    1

    Application

    Create your account and start your Form ID filing here. Get it notarized and send us signed copy.

    2

    Submit and Secure Codes

    We file through EDGAR Filer Management, monitor status, and obtain EDGAR codes.

    3

    File and Comply

    With EDGAR codes, we can file to the SEC and then states.

    Frequently Asked Questions

    What is Form ID? ›
    How long does Form ID approval take? ›
    Who can sign a Form ID? ›
    Do I need a notarized authentication document? ›
    What information is required? ›

    What is Form ID?

    Form ID is the SEC’s application to obtain EDGAR access credentials (CIK, CCC, Password, PMAC). You need it before you can file Form D, Form C, Form 1-A, and other SEC submissions.

    How long does Form ID approval take?

    Form ID is the SEC’s application to obtain EDGAR access credentials (CIK, CCC, Password, PMAC). You need it before you can file Form D, Form C, Form 1-A, and other SEC submissions.

    Who can sign a Form ID?

    Form ID is the SEC’s application to obtain EDGAR access credentials (CIK, CCC, Password, PMAC). You need it before you can file Form D, Form C, Form 1-A, and other SEC submissions.

    Do I need a notarized authentication document?

    Form ID is the SEC’s application to obtain EDGAR access credentials (CIK, CCC, Password, PMAC). You need it before you can file Form D, Form C, Form 1-A, and other SEC submissions.

    What information is required?

    Form ID is the SEC’s application to obtain EDGAR access credentials (CIK, CCC, Password, PMAC). You need it before you can file Form D, Form C, Form 1-A, and other SEC submissions.

    Get Started

    We offer streamlined Form ID filing services for
    EDGAR account applications for only $100.

    Contact us at 801-433-9555 or click below.
    Schedule Demo