BEA Survey Questions

BEA is in the process of upgrading our eFile system and has begun transitioning some forms to web-based versions.

All foreign affiliates with $25 million or less in assets, sales, and net income should be reported on the new web-based BE-10D form.

The fastest way to file your report is using BEA’s secure eFile system, which also provides access to your filing history. You may also fax your completed survey forms to the designated survey fax line. If you are unable to use eFile or fax your completed report, BEA also provides a mailing address on the first page of your form. Please be advised that survey filing deadlines are based on receipt of your completed report by BEA. Please allow sufficient time for your report to be delivered.

• Faster processing time once received
• No mail processing time, delays or costs
• Ease of access to filing history
• Ability to link surveys for multiple entities under one account
• Ability to link multiple surveys for an entity under one account
• Secure messaging access
• Ability to update address and contact information
• Form determination assistance
• Ability to load prior supplement A and B data

To get started with the e-file process, please visit https://apps.be

You may subscribe to BEA’s Email Subscription Service to receive emails from BEA on the topics and reports you are interested in. Select the “BE-577 Survey” option to receive notifications regarding the survey.

Certain private funds are exempt from BE-577 reporting. For more information on reporting requirements for private funds, visit www.bea.gov/privatefunds. If this entity received a notice to file the BE-577 survey from BEA and meets the criteria of a private fund at the link above, complete questions 1–4 on page 1 of the BE-577 form as well as question 29C in Part V (Certification of Exemption). If this entity did NOT receive a notice to file from BEA and is exempt from the BE-11 Annual Survey of U.S. Direct Investment Abroad, no action is necessary.

No, do not include dividend income from subsidiaries except for those owned less than 20 percent. The net income of the foreign affiliate that is directly-owned by the U.S. reporter should include the income of subsidiaries on an equity basis in the net income they report to BEA.

Please select option 3 (Affiliate was merged or reorganized) in question 8 AND provide as much information about the restructuring as possible in the remarks box on page 4. If this affiliate is now owned by another foreign affiliate, select indirect in question 10 and provide the BEA ID or name and country of location of the new foreign parent in question 11 (see examples 1 and 2 on page 2).

Yes, you must continue to submit the BE-577 survey until the exemption is approved by BEA. You are only required to submit reports for affiliates with a “required” filing status in BEA’s eFile system. Please note that BEA cannot process exemption requests received via secure message or email. You must submit the BE-577 Form, selecting option 6 in question 8 and complete Part V (Certification for Exemption) question 29 A, B, or C.

Report in thousands of U.S. dollars. For example, $1,455,328 should be reported as 1,455 and $2,328,596 should be reported as 2,329. If an amount is between positive and negative $500 enter “0”.

Report as deferred sales or load fees, 12b-1 service fees, and exit fees under service code 10, other financial services.