Adoption of Updated EDGAR Filer Manual, 57130-57132 [05-19315]
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57130
Federal Register / Vol. 70, No. 189 / Friday, September 30, 2005 / Rules and Regulations
relieve the permittee of his/her
obligation to comply with all other
applicable Federal, State, and local
laws.
Dated: September 23, 2005.
Richard W. Spinrad,
Assistant Administrator, Ocean Services and
Coastal Zone Management, National Oceanic
and Atmospheric Administration.
[FR Doc. 05–19502 Filed 9–29–05; 8:45 am]
BILLING CODE 3510–NK–P
SECURITIES AND EXCHANGE
COMMISSION
17 CFR Part 232
[Release Nos. 33–8612; 34–52477; 35–
28033; 39–2439; IC–27070]
RIN 3235–AG96
Adoption of Updated EDGAR Filer
Manual
Securities and Exchange
Commission.
ACTION: Final rule.
AGENCY:
SUMMARY: The Securities and Exchange
Commission (the Commission) is
adopting revisions to the Electronic Data
Gathering, Analysis, and Retrieval
System (EDGAR) Filer Manual to reflect
changes made to improve, reorganize
and restructure the EDGAR Filer
Manual volumes to make it easier for
filers and those wishing to apply for
EDGAR access codes to locate the
information that they need to apply for
EDGAR access, maintain company
information and submit a filing. With
this reorganization, no changes have
been made to the filing process.
The revisions to the Filer Manual
reflect changes within Volumes I, II and
III, entitled ‘‘EDGAR Filer Manual
Volume I General Information,’’
‘‘EDGAR Filer Manual Volume II
EDGAR Filing,’’ and ‘‘EDGAR Filer
Manual Volume III N–SAR
Supplement’’ respectively. The updated
manual will be incorporated by
reference into the Code of Federal
Regulations.
October 14, 2005. The
incorporation by reference of the
EDGAR Filer Manual is approved by the
Director of the Federal Register as of
October 14, 2005.
FOR FURTHER INFORMATION CONTACT: In
the Office of Information Technology,
Rick Heroux, at (202) 551–8800; for
questions concerning the Division of
Corporation Finance filings, in the
Division of Corporation Finance,
Herbert Scholl, Office Chief, EDGAR
and Information Analysis, at (202) 942–
EFFECTIVE DATE:
VerDate Aug<31>2005
15:28 Sep 29, 2005
Jkt 205001
2940; for questions concerning the
Division of Investment Management
filings, in the Division of Investment
Management, Ruth Armfield Sanders,
Senior Special Counsel, at (202) 551–
6989; and, in the Office of Filings and
Information Services, Velma Smith, at
(202) 942–8900.
SUPPLEMENTARY INFORMATION: Today we
are adopting an updated EDGAR Filer
Manual (Filer Manual). The Filer
Manual describes how to become an
EDGAR filer and the technical
formatting requirements for the
preparation and submission of
electronic filings through the EDGAR
system.1 It also describes the
requirements for filing using
EDGARLink 2 and the Online Forms/
XML Web site.
The Filer Manual contains all the
technical specifications for filers to
submit filings using the EDGAR system.
Filers must comply with the applicable
provisions of the Filer Manual in order
to assure the timely acceptance and
processing of filings made in electronic
format.3 Filers should consult the Filer
Manual in conjunction with our rules
governing mandated electronic filing
when preparing documents for
electronic submission.4
1 We originally adopted the Filer Manual on April
1, 1993, with an effective date of April 26, 1993.
Release No. 33–6986 (April 1, 1993) [58 FR 18638].
We implemented the most recent update to the Filer
Manual on June 6, 2005. See Release No. 33–8573
(May 19, 2005) [70 FR 30899].
2 This is the filer assistance software we provide
filers filing on the EDGAR system.
3 See Rule 301 of Regulation S–T (17 CFR
232.301).
4 See Release Nos. 33–6977 (February 23, 1993)
[58 FR 14628], IC–19284 (February 23, 1993) [58 FR
14848], 35–25746 (February 23, 1993) [58 FR
14999], and 33–6980 (February 23, 1993) [58 FR
15009] in which we comprehensively discuss the
rules we adopted to govern mandated electronic
filing. See also Release No. 33–7122 (December 19,
1994) [59 FR 67752], in which we made the EDGAR
rules final and applicable to all domestic
registrants; Release No. 33–7427 (July 1, 1997) [62
FR 36450], in which we adopted minor
amendments to the EDGAR rules; Release No. 33–
7472 (October 24, 1997) [62 FR 58647], in which
we announced that, as of January 1, 1998, we would
not accept in paper filings that we require filers to
submit electronically; Release No. 34–40934
(January 12, 1999) [64 FR 2843], in which we made
mandatory the electronic filing of Form 13F;
Release No. 33–7684 (May 17, 1999) [64 FR 27888],
in which we adopted amendments to implement
the first stage of EDGAR modernization; Release No.
33–7855 (April 24, 2000) [65 FR 24788], in which
we implemented EDGAR Release 7.0; Release No.
33–7999 (August 7, 2001) [66 FR 42941], in which
we implemented EDGAR Release 7.5; Release No.
33–8007 (September 24, 2001) [66 FR 49829], in
which we implemented EDGAR Release 8.0;
Release No. 33–8224 (April 30, 2003) [66 FR 24345],
in which we implemented EDGAR Release 8.5;
Release Nos. 33–8255 (July 22, 2003) [68 FR 44876]
and 33–8255A (September 4, 2003) [68 FR 53289]
in which we implemented EDGAR Release 8.6;
Release No. 33–8409 (April 19, 2004) [69 FR 21954]
in which we implemented EDGAR Release 8.7;
PO 00000
Frm 00010
Fmt 4700
Sfmt 4700
The revisions to the EDGAR Filer
Manual volumes are being made to
improve, reorganize and restructure the
EDGAR Filer Manual volumes to make
it easier for filers, and those wishing to
apply for EDGAR access codes, to locate
the information that they need to apply
for EDGAR access, maintain company
information and submit electronic
filings. The EDGAR Filer Manual has
also been rearranged to eliminate
information that was repeated between
the different volumes and to be more
aligned with the logical functions
performed by EDGAR users. The
reorganized filer manual does not
include any changes to the filing
process.
The EDGAR Filer Manual Volume I
General Information covers the EDGAR
application process, outlines how to
keep company data, which is stored in
EDGAR, current and provides a brief
introduction to the filing process. The
appendices in this volume, as well as
those that are a part of the other
volumes, ‘‘Glossary of Commonly Used
Terms, Acronyms, and Abbreviations’’
and ‘‘Frequently Asked Questions’’ for
example, only contain information
specific to the processes and concepts
covered within the volume. The
appendices are no longer repeated in
each volume. Volume I is intended to be
a reference for those that need to obtain
EDGAR access, those that are new to
EDGAR and those that are responsible
for keeping company information
current.
The EDGAR Filer Manual Volume II
EDGAR Filing focuses entirely on the
filing process. It illustrates each step of
the process to submit an electronic
submission and helps filers understand
the tools provided by the SEC for
constructing and transmitting those
submissions, concisely consolidating
information previously provided in the
former EDGAR Release 9.0 EDGARLink
Filer Manual Volume I and EDGAR
Release 9.0 OnlineForms Filer Manual
Volume III. It also provides a much
improved Index to Forms which, in
addition to the Submission Type and
Description, adds the name of the tool
(e.g., EDGARLink or Online Forms/XML
Web site), the template number that
contains that particular submission type
and the Filer Constructed Form
Specification (formerly known as
‘‘Reduced Content Filing Specification’’)
that should be used by those that
Release No. 33–8454 (August 6, 2004) [69 FR 49803]
in which we implemented EDGAR Release 8.8;
Release No. 33–8528 (February 3, 2005) [70 FR
6573] in which we implemented EDGAR Release
8.10; and Release No. 33–8573 (May 19, 2005) [70
FR 30899] in which we implemented EDGAR
Release 9.0.
E:\FR\FM\30SER1.SGM
30SER1
Federal Register / Vol. 70, No. 189 / Friday, September 30, 2005 / Rules and Regulations
prepare filings without using
EDGARLink or the OnlineForms/XML
Web site. The Index to Forms is
provided in alphanumeric order, which
can be used by those that only know the
submission type, as well as by Act. This
volume is intended to be a reference for
those that are responsible for submitting
filings to the SEC via the EDGAR
system.
The EDGAR Filer Manual Volume III
N–SAR Supplement is the guide for
preparing the electronic submissions of
Form N–SAR. While this volume used
to be Volume II of the EDGAR Filer
Manual, its current content has
remained essentially unchanged with
the exception of the minor
modifications necessary to update
references to the other updated Filer
Manual volumes.
Prior to the reorganization of the
EDGAR Filer Manual, the version
numbers assigned to each volume were
based upon the EDGAR release number
in which it was implemented. As of this
revised Filer Manual, each volume will
be baselined at Version One and will no
longer follow the EDGAR release
numbers. This will prevent the need to
make changes to the EDGAR Filer
Manual volumes simply to update the
EDGAR release when none of the other
content has been changed. The EDGAR
Filer Manual volumes will only be
updated when changes are made to the
functions contained within a particular
volume. Filers should consult the SEC’s
Public Web site, EDGAR Filing Web site
or the EDGAR OnlineForms/XML Web
site to determine the current version of
the software or documents.
The SEC maintains a number of Web
sites and URLs to support the filing
process. As more sites and URLs have
been developed, it has become more
complicated for filers to find the correct
site for a single function. To give filers
a central location from which they can
navigate to the EDGAR Web site that
they need to access rather than having
to remember the different URLs to each
of the EDGAR Filing Web sites, we
created an EDGAR Gateway Web site
that can be reached at the following
URL: https://
www.portal.edgarfiling.sec.gov. The use
of the new EDGAR Gateway Web site is
optional. The existing EDGAR Filer
Management, EDGAR Filing and
EDGAR OnlineForms/XML Web sites
can still be accessed as they have
previously. The EDGAR Gateway Web
site is expected to be available on or
about September 26, 2005.
Along with adoption of the Filer
Manual, we are amending Rule 301 of
Regulation S–T to provide for the
incorporation by reference into the Code
VerDate Aug<31>2005
15:28 Sep 29, 2005
Jkt 205001
of Federal Regulations of today’s
revisions. This incorporation by
reference was approved by the Director
of the Federal Register in accordance
with 5 U.S.C. 552(a) and 1 CFR Part 51.
You may obtain paper copies of the
updated Filer Manual at the following
address: Public Reference Room, U.S.
Securities and Exchange Commission,
100 F Street, NE., Room 1580,
Washington DC 20549. We will post
electronic format copies on the
Commission’s Web site; the address for
the Filer Manual is https://www.sec.gov/
info/edgar.shtml. You may also obtain
copies from Thomson Financial, the
paper document contractor for the
Commission, at (800) 638–8241.
Since the Filer Manual relates solely
to agency procedures or practice,
publication for notice and comment is
not required under the Administrative
Procedure Act.5 It follows that the
requirements of the Regulatory
Flexibility Act 6 do not apply.
The effective date for the updated
Filer Manual and the rule amendments
is fourteen (14) days after publication in
the Federal Register. Because the
changes made to reorganize the Filer
Manual were made solely for the
purposes of clarity and do not change
the filing process, we find that there is
good cause to establish an effective date
less than 30 days after publication of
these rules.
Statutory Basis
We are adopting the amendments to
Regulation S–T under Sections 6, 7, 8,
10, and 19(a) of the Securities Act of
1933,7 Sections 3, 12, 13, 14, 15, 23, and
35A of the Securities Exchange Act of
1934,8 Section 20 of the Public Utility
Holding Company Act of 1935,9 Section
319 of the Trust Indenture Act of
1939,10 and Sections 8, 30, 31, and 38
of the Investment Company Act of
1940.11
List of Subjects in 17 CFR Part 232
Incorporation by reference, Reporting
and recordkeeping requirements,
Securities.
In accordance with the foregoing,
Title 17, Chapter II of the Code of
Federal Regulations is amended as
follows:
I
55
U.S.C. 553(b).
U.S.C. 601–612.
7 15 U.S.C. 77f, 77g, 77h, 77j, and 77s(a).
8 15 U.S.C. 78c, 78l, 78m, 78n, 78o, 78w, and 78ll.
9 15 U.S.C. 79t.
10 15 U.S.C. 77sss.
11 15 U.S.C. 80a–8, 80a–29, 80a–30, and 80a–37.
65
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Sfmt 4700
57131
PART 232—REGULATION S–T
GENERAL RULES AND REGULATIONS
FOR ELECTRONIC FILINGS
1. The authority citation for Part 232
continues to read in part as follows:
I
Authority: 15 U.S.C. 77f, 77g, 77h, 77j,
77s(a), 77sss(a), 78c(b), 78l, 78m, 78n, 78o(d),
78w(a), 78ll(d), 79t(a), 80a–8, 80a–29, 80a–
30, 80a–37, and 7201 et seq.; and 18 U.S.C.
1350.
*
*
*
*
*
2. Section 232.301 is revised to read
as follows:
I
§ 232.301
EDGAR Filer Manual.
Filers must prepare electronic filings
in the manner prescribed by the EDGAR
Filer Manual, promulgated by the
Commission, which sets out the
technical formatting requirements for
electronic submissions. The
requirements for becoming an EDGAR
Filer and updating company data are set
forth in the EDGAR Filer Manual,
Volume I: ‘‘General Information,’’
Version 1 (September 2005). The
requirements for filing on EDGAR are
set forth in the EDGAR Filer Manual,
Volume II: ‘‘EDGAR Filing,’’ Version 1
(September 2005). Additional
provisions applicable to Form N–SAR
filers are set forth in the EDGAR Filer
Manual, Volume III: ‘‘N–SAR
Supplement,’’ Version 1 (September
2005). All of these provisions have been
incorporated by reference into the Code
of Federal Regulations, which action
was approved by the Director of the
Federal Register in accordance with 5
U.S.C. 552(a) and 1 CFR Part 51. You
must comply with these requirements in
order for documents to be timely
received and accepted. You can obtain
paper copies of the EDGAR Filer
Manual from the following address:
Public Reference Room, U.S. Securities
and Exchange Commission, 100 F
Street, NE, Room 1580, Washington, DC
20549 or by calling Thomson Financial
at (800) 638–8241. Electronic copies are
available on the Commission’s Web site.
The address for the Filer Manual is
https://www.sec.gov/info/edgar.shtml.
You can also photocopy the document
at the National Archives and Records
Administration (NARA). For
information on the availability of this
material at NARA, call 202–741–6030,
or go to: https://www.archives.gov/
federal_register/
code_of_federal_regulations/
ibr_locations.html.
Dated: September 21, 2005.
E:\FR\FM\30SER1.SGM
30SER1
57132
Federal Register / Vol. 70, No. 189 / Friday, September 30, 2005 / Rules and Regulations
By the Commission.
Jonathan G. Katz,
Secretary.
[FR Doc. 05–19315 Filed 9–29–05; 8:45 am]
BILLING CODE 8010–01–P
SOCIAL SECURITY ADMINISTRATION
20 CFR Parts 404 and 416
[Regulations No. 4 and 16]
RIN 0960–AF21
Reinstatement of Entitlement to
Disability Benefits
Social Security Administration.
Final rules.
AGENCY:
ACTION:
SUMMARY: We are publishing final rules
regarding the Reinstatement of
Entitlement (Expedited Reinstatement)
provision in section 112 of the Ticket to
Work and Work Incentives
Improvement Act of 1999. This
provision allows former Social Security
disability and Supplemental Security
Income (SSI) disability or blindness
beneficiaries, whose entitlement or
eligibility had been terminated due to
their work activity, to have their
entitlement or eligibility reinstated in a
timely fashion if they become unable to
do substantial gainful work. These rules
provide beneficiaries an additional
incentive to return to work.
DATES: Effective Date: These final rules
are effective on October 31, 2005.
Electronic Version: The electronic file
of this document is available on the date
of publication in the Federal Register at
https://www.gpoaccess.gov/fr/
index.html. It is also available on the
Internet site for SSA (i.e., Social
Security Online): https://
www.socialsecurity.gov/regulations/.
FOR FURTHER INFORMATION CONTACT: John
Nelson, Team Leader, Employment
Policy Team, Office of Program
Development and Research, Social
Security Administration, 6401 Security
Boulevard, Room 128 Altmeyer
Building, Baltimore, Maryland 21235–
6401, (410) 966–5114 or TTY (410) 966–
5609. For information on eligibility or
filing for benefits: Call our national tollfree number, 1–(800) 772–1213 or TTY
1–(800) 325–0778, or visit our Internet
web site, Social Security Online, at
https://www.socialsecurity.gov/.
SUPPLEMENTARY INFORMATION:
Background
The expedited reinstatement
provision, along with other work
incentives and the Ticket to Work
program contained in the Ticket to
VerDate Aug<31>2005
15:28 Sep 29, 2005
Jkt 205001
Work and Work Incentives
Improvement Act of 1999 (Pub. L. 106–
170) is intended to expand your options
as a Social Security disability
beneficiary or a disabled or blind
Supplemental Security Income
recipient. We expect that the expedited
reinstatement provision along with
other provisions in the Ticket to Work
and Work Incentives Improvement Act
of 1999 will remove some of the
disincentives that may discourage you
from either attempting to work or
increasing your work activity. If more
beneficiaries with disabilities engage in
self-supporting work, the net result will
be an increase in the independence of
disabled beneficiaries, a reduction in
the Social Security and Supplemental
Security Income disability rolls, and
savings to the Social Security Trust
Fund and general revenues.
General Goals of the Expedited
Reinstatement Provision
The expedited reinstatement
provision is intended to relieve some
concerns you may have about returning
to work. If we terminate your
entitlement or eligibility for benefits due
to your work activity, this provision
provides you an easier way to have your
entitlement or eligibility reinstated and
to be placed back into payment status.
This process should ease some concerns
you may have about what will happen
if your attempt to return to work is
unsuccessful.
Advice of the Ticket to Work and Work
Incentives Advisory Panel
During the preparation of these final
rules, we consulted with the Ticket to
Work and Work Incentives Advisory
Panel. The Ticket to Work and Work
Incentives Advisory Panel was
established by section 101(f) of the
Ticket to Work and Work Incentives
Improvement Act of 1999. This panel
advises the President, the Congress, and
us on issues related to work incentive
programs, planning and assistance for
individuals with disabilities and the
Ticket to Work Program established
under this Act.
Section 112 of the Ticket to Work and
Work Incentives Improvement Act of
1999
Congress indicated that the purpose of
section 112 of the Ticket to Work and
Work Incentives Improvement Act of
1999 (the expedited reinstatement
provision) was to encourage disability
beneficiaries to return to work by
reassuring them that if they meet our
disability standards their benefits would
be restored in a timely fashion should
PO 00000
Frm 00012
Fmt 4700
Sfmt 4700
they become unable to continue
working.
The expedited reinstatement
provision provides a method for you to
have your disability benefits reinstated
without filing an application if you have
had your entitlement to, or eligibility
for, benefits terminated due to your
work activity during the previous 5
years, and you can no longer do
substantial gainful activity.
Effect of the Expedited Reinstatement
Provision
The expedited reinstatement
provision provides you another option
for regaining entitlement to benefits
under title II and eligibility under title
XVI of the Act after we have terminated
your entitlement to or eligibility for
disability benefits due to your work
activity. If you file a request for
expedited reinstatement, you can still
file a new application for benefits under
existing initial claim rules.
Prior to the effective date of this
provision, when we terminated your
entitlement or eligibility due to work
activity, you were required to file a new
application to become entitled to or
eligible for benefits again. We processed
your application under rules that
required a new disability determination
using the medical requirements that we
apply when you file an initial claim for
benefits. You generally were entitled to
receive benefits only after we processed
your entitlement or eligibility
determination. If we determined that
you again qualified for benefits, you
became eligible for work incentives
such as the trial work period, the
reentitlement period, and special SSI
eligibility status under your new period
of disability.
The expedited reinstatement
provision provides you the option of
requesting that your prior entitlement to
or eligibility for disability benefits be
reinstated, rather than filing a new
application for a new period of
entitlement or eligibility. Since January
1, 2001, you can request to be reinstated
to benefits if you stop doing substantial
gainful activity within 60 months of
your prior termination. At the time you
request reinstatement, you must be
unable to engage in substantial gainful
activity because of your medical
condition. Your current impairment
must be the same as or related to your
prior impairment and you must be
disabled. To determine if you are
disabled, we will use our medical
improvement review standard that we
use in our continuing disability review
process. Under the medical
improvement review standard, we will
generally find that you are disabled,
E:\FR\FM\30SER1.SGM
30SER1
Agencies
[Federal Register Volume 70, Number 189 (Friday, September 30, 2005)]
[Rules and Regulations]
[Pages 57130-57132]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 05-19315]
=======================================================================
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
17 CFR Part 232
[Release Nos. 33-8612; 34-52477; 35-28033; 39-2439; IC-27070]
RIN 3235-AG96
Adoption of Updated EDGAR Filer Manual
AGENCY: Securities and Exchange Commission.
ACTION: Final rule.
-----------------------------------------------------------------------
SUMMARY: The Securities and Exchange Commission (the Commission) is
adopting revisions to the Electronic Data Gathering, Analysis, and
Retrieval System (EDGAR) Filer Manual to reflect changes made to
improve, reorganize and restructure the EDGAR Filer Manual volumes to
make it easier for filers and those wishing to apply for EDGAR access
codes to locate the information that they need to apply for EDGAR
access, maintain company information and submit a filing. With this
reorganization, no changes have been made to the filing process.
The revisions to the Filer Manual reflect changes within Volumes I,
II and III, entitled ``EDGAR Filer Manual Volume I General
Information,'' ``EDGAR Filer Manual Volume II EDGAR Filing,'' and
``EDGAR Filer Manual Volume III N-SAR Supplement'' respectively. The
updated manual will be incorporated by reference into the Code of
Federal Regulations.
EFFECTIVE DATE: October 14, 2005. The incorporation by reference of the
EDGAR Filer Manual is approved by the Director of the Federal Register
as of October 14, 2005.
FOR FURTHER INFORMATION CONTACT: In the Office of Information
Technology, Rick Heroux, at (202) 551-8800; for questions concerning
the Division of Corporation Finance filings, in the Division of
Corporation Finance, Herbert Scholl, Office Chief, EDGAR and
Information Analysis, at (202) 942-2940; for questions concerning the
Division of Investment Management filings, in the Division of
Investment Management, Ruth Armfield Sanders, Senior Special Counsel,
at (202) 551-6989; and, in the Office of Filings and Information
Services, Velma Smith, at (202) 942-8900.
SUPPLEMENTARY INFORMATION: Today we are adopting an updated EDGAR Filer
Manual (Filer Manual). The Filer Manual describes how to become an
EDGAR filer and the technical formatting requirements for the
preparation and submission of electronic filings through the EDGAR
system.\1\ It also describes the requirements for filing using
EDGARLink \2\ and the Online Forms/XML Web site.
---------------------------------------------------------------------------
\1\ We originally adopted the Filer Manual on April 1, 1993,
with an effective date of April 26, 1993. Release No. 33-6986 (April
1, 1993) [58 FR 18638]. We implemented the most recent update to the
Filer Manual on June 6, 2005. See Release No. 33-8573 (May 19, 2005)
[70 FR 30899].
\2\ This is the filer assistance software we provide filers
filing on the EDGAR system.
---------------------------------------------------------------------------
The Filer Manual contains all the technical specifications for
filers to submit filings using the EDGAR system. Filers must comply
with the applicable provisions of the Filer Manual in order to assure
the timely acceptance and processing of filings made in electronic
format.\3\ Filers should consult the Filer Manual in conjunction with
our rules governing mandated electronic filing when preparing documents
for electronic submission.\4\
---------------------------------------------------------------------------
\3\ See Rule 301 of Regulation S-T (17 CFR 232.301).
\4\ See Release Nos. 33-6977 (February 23, 1993) [58 FR 14628],
IC-19284 (February 23, 1993) [58 FR 14848], 35-25746 (February 23,
1993) [58 FR 14999], and 33-6980 (February 23, 1993) [58 FR 15009]
in which we comprehensively discuss the rules we adopted to govern
mandated electronic filing. See also Release No. 33-7122 (December
19, 1994) [59 FR 67752], in which we made the EDGAR rules final and
applicable to all domestic registrants; Release No. 33-7427 (July 1,
1997) [62 FR 36450], in which we adopted minor amendments to the
EDGAR rules; Release No. 33-7472 (October 24, 1997) [62 FR 58647],
in which we announced that, as of January 1, 1998, we would not
accept in paper filings that we require filers to submit
electronically; Release No. 34-40934 (January 12, 1999) [64 FR
2843], in which we made mandatory the electronic filing of Form 13F;
Release No. 33-7684 (May 17, 1999) [64 FR 27888], in which we
adopted amendments to implement the first stage of EDGAR
modernization; Release No. 33-7855 (April 24, 2000) [65 FR 24788],
in which we implemented EDGAR Release 7.0; Release No. 33-7999
(August 7, 2001) [66 FR 42941], in which we implemented EDGAR
Release 7.5; Release No. 33-8007 (September 24, 2001) [66 FR 49829],
in which we implemented EDGAR Release 8.0; Release No. 33-8224
(April 30, 2003) [66 FR 24345], in which we implemented EDGAR
Release 8.5; Release Nos. 33-8255 (July 22, 2003) [68 FR 44876] and
33-8255A (September 4, 2003) [68 FR 53289] in which we implemented
EDGAR Release 8.6; Release No. 33-8409 (April 19, 2004) [69 FR
21954] in which we implemented EDGAR Release 8.7; Release No. 33-
8454 (August 6, 2004) [69 FR 49803] in which we implemented EDGAR
Release 8.8; Release No. 33-8528 (February 3, 2005) [70 FR 6573] in
which we implemented EDGAR Release 8.10; and Release No. 33-8573
(May 19, 2005) [70 FR 30899] in which we implemented EDGAR Release
9.0.
---------------------------------------------------------------------------
The revisions to the EDGAR Filer Manual volumes are being made to
improve, reorganize and restructure the EDGAR Filer Manual volumes to
make it easier for filers, and those wishing to apply for EDGAR access
codes, to locate the information that they need to apply for EDGAR
access, maintain company information and submit electronic filings. The
EDGAR Filer Manual has also been rearranged to eliminate information
that was repeated between the different volumes and to be more aligned
with the logical functions performed by EDGAR users. The reorganized
filer manual does not include any changes to the filing process.
The EDGAR Filer Manual Volume I General Information covers the
EDGAR application process, outlines how to keep company data, which is
stored in EDGAR, current and provides a brief introduction to the
filing process. The appendices in this volume, as well as those that
are a part of the other volumes, ``Glossary of Commonly Used Terms,
Acronyms, and Abbreviations'' and ``Frequently Asked Questions'' for
example, only contain information specific to the processes and
concepts covered within the volume. The appendices are no longer
repeated in each volume. Volume I is intended to be a reference for
those that need to obtain EDGAR access, those that are new to EDGAR and
those that are responsible for keeping company information current.
The EDGAR Filer Manual Volume II EDGAR Filing focuses entirely on
the filing process. It illustrates each step of the process to submit
an electronic submission and helps filers understand the tools provided
by the SEC for constructing and transmitting those submissions,
concisely consolidating information previously provided in the former
EDGAR Release 9.0 EDGARLink Filer Manual Volume I and EDGAR Release 9.0
OnlineForms Filer Manual Volume III. It also provides a much improved
Index to Forms which, in addition to the Submission Type and
Description, adds the name of the tool (e.g., EDGARLink or Online
Forms/XML Web site), the template number that contains that particular
submission type and the Filer Constructed Form Specification (formerly
known as ``Reduced Content Filing Specification'') that should be used
by those that
[[Page 57131]]
prepare filings without using EDGARLink or the OnlineForms/XML Web
site. The Index to Forms is provided in alphanumeric order, which can
be used by those that only know the submission type, as well as by Act.
This volume is intended to be a reference for those that are
responsible for submitting filings to the SEC via the EDGAR system.
The EDGAR Filer Manual Volume III N-SAR Supplement is the guide for
preparing the electronic submissions of Form N-SAR. While this volume
used to be Volume II of the EDGAR Filer Manual, its current content has
remained essentially unchanged with the exception of the minor
modifications necessary to update references to the other updated Filer
Manual volumes.
Prior to the reorganization of the EDGAR Filer Manual, the version
numbers assigned to each volume were based upon the EDGAR release
number in which it was implemented. As of this revised Filer Manual,
each volume will be baselined at Version One and will no longer follow
the EDGAR release numbers. This will prevent the need to make changes
to the EDGAR Filer Manual volumes simply to update the EDGAR release
when none of the other content has been changed. The EDGAR Filer Manual
volumes will only be updated when changes are made to the functions
contained within a particular volume. Filers should consult the SEC's
Public Web site, EDGAR Filing Web site or the EDGAR OnlineForms/XML Web
site to determine the current version of the software or documents.
The SEC maintains a number of Web sites and URLs to support the
filing process. As more sites and URLs have been developed, it has
become more complicated for filers to find the correct site for a
single function. To give filers a central location from which they can
navigate to the EDGAR Web site that they need to access rather than
having to remember the different URLs to each of the EDGAR Filing Web
sites, we created an EDGAR Gateway Web site that can be reached at the
following URL: https://www.portal.edgarfiling.sec.gov. The use of the
new EDGAR Gateway Web site is optional. The existing EDGAR Filer
Management, EDGAR Filing and EDGAR OnlineForms/XML Web sites can still
be accessed as they have previously. The EDGAR Gateway Web site is
expected to be available on or about September 26, 2005.
Along with adoption of the Filer Manual, we are amending Rule 301
of Regulation S-T to provide for the incorporation by reference into
the Code of Federal Regulations of today's revisions. This
incorporation by reference was approved by the Director of the Federal
Register in accordance with 5 U.S.C. 552(a) and 1 CFR Part 51.
You may obtain paper copies of the updated Filer Manual at the
following address: Public Reference Room, U.S. Securities and Exchange
Commission, 100 F Street, NE., Room 1580, Washington DC 20549. We will
post electronic format copies on the Commission's Web site; the address
for the Filer Manual is https://www.sec.gov/info/edgar.shtml. You may
also obtain copies from Thomson Financial, the paper document
contractor for the Commission, at (800) 638-8241.
Since the Filer Manual relates solely to agency procedures or
practice, publication for notice and comment is not required under the
Administrative Procedure Act.\5\ It follows that the requirements of
the Regulatory Flexibility Act \6\ do not apply.
---------------------------------------------------------------------------
\5\ 5 U.S.C. 553(b).
\6\ 5 U.S.C. 601-612.
---------------------------------------------------------------------------
The effective date for the updated Filer Manual and the rule
amendments is fourteen (14) days after publication in the Federal
Register. Because the changes made to reorganize the Filer Manual were
made solely for the purposes of clarity and do not change the filing
process, we find that there is good cause to establish an effective
date less than 30 days after publication of these rules.
Statutory Basis
We are adopting the amendments to Regulation S-T under Sections 6,
7, 8, 10, and 19(a) of the Securities Act of 1933,\7\ Sections 3, 12,
13, 14, 15, 23, and 35A of the Securities Exchange Act of 1934,\8\
Section 20 of the Public Utility Holding Company Act of 1935,\9\
Section 319 of the Trust Indenture Act of 1939,\10\ and Sections 8, 30,
31, and 38 of the Investment Company Act of 1940.\11\
---------------------------------------------------------------------------
\7\ 15 U.S.C. 77f, 77g, 77h, 77j, and 77s(a).
\8\ 15 U.S.C. 78c, 78l, 78m, 78n, 78o, 78w, and 78ll.
\9\ 15 U.S.C. 79t.
\10\ 15 U.S.C. 77sss.
\11\ 15 U.S.C. 80a-8, 80a-29, 80a-30, and 80a-37.
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List of Subjects in 17 CFR Part 232
Incorporation by reference, Reporting and recordkeeping
requirements, Securities.
0
In accordance with the foregoing, Title 17, Chapter II of the Code of
Federal Regulations is amended as follows:
PART 232--REGULATION S-T GENERAL RULES AND REGULATIONS FOR
ELECTRONIC FILINGS
0
1. The authority citation for Part 232 continues to read in part as
follows:
Authority: 15 U.S.C. 77f, 77g, 77h, 77j, 77s(a), 77sss(a),
78c(b), 78l, 78m, 78n, 78o(d), 78w(a), 78ll(d), 79t(a), 80a-8, 80a-
29, 80a-30, 80a-37, and 7201 et seq.; and 18 U.S.C. 1350.
* * * * *
0
2. Section 232.301 is revised to read as follows:
Sec. 232.301 EDGAR Filer Manual.
Filers must prepare electronic filings in the manner prescribed by
the EDGAR Filer Manual, promulgated by the Commission, which sets out
the technical formatting requirements for electronic submissions. The
requirements for becoming an EDGAR Filer and updating company data are
set forth in the EDGAR Filer Manual, Volume I: ``General Information,''
Version 1 (September 2005). The requirements for filing on EDGAR are
set forth in the EDGAR Filer Manual, Volume II: ``EDGAR Filing,''
Version 1 (September 2005). Additional provisions applicable to Form N-
SAR filers are set forth in the EDGAR Filer Manual, Volume III: ``N-SAR
Supplement,'' Version 1 (September 2005). All of these provisions have
been incorporated by reference into the Code of Federal Regulations,
which action was approved by the Director of the Federal Register in
accordance with 5 U.S.C. 552(a) and 1 CFR Part 51. You must comply with
these requirements in order for documents to be timely received and
accepted. You can obtain paper copies of the EDGAR Filer Manual from
the following address: Public Reference Room, U.S. Securities and
Exchange Commission, 100 F Street, NE, Room 1580, Washington, DC 20549
or by calling Thomson Financial at (800) 638-8241. Electronic copies
are available on the Commission's Web site. The address for the Filer
Manual is https://www.sec.gov/info/edgar.shtml. You can also photocopy
the document at the National Archives and Records Administration
(NARA). For information on the availability of this material at NARA,
call 202-741-6030, or go to: https://www.archives.gov/federalregister/
code_of_federal_regulations/ibr_locations.html.
Dated: September 21, 2005.
[[Page 57132]]
By the Commission.
Jonathan G. Katz,
Secretary.
[FR Doc. 05-19315 Filed 9-29-05; 8:45 am]
BILLING CODE 8010-01-P