BEA Survey Questions

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The BE-140 survey is due by July 31, 2024.

Responses through Question 5 on page 5 of the survey are mandatory for all respondents.

A response is required from U.S. insurance companies subject to the reporting requirements of the BE-140 Benchmark Survey of Insurance Transactions by U.S. Insurance Companies with Foreign Persons – the reporting period, whether or not they are contacted by BEA. Also, a U.S. insurance company, or its agent, that is contacted by BEA about reporting on this survey, either by sending a report form or by written inquiry, must respond in writing. This may be accomplished by:

• A BE-140 survey is required of each U.S. insurance company that had insurance transactions with foreign persons in the categories covered by the survey during the reporting period. Any U.S. insurance company that did not have covered transactions with foreign persons is required to complete the survey through page 5, if notified by BEA about the survey.
• Any U.S.

The BE-140 covers insurance transactions between U.S. insurance companies and foreign persons for:

A U.S. insurance company, or its agent, that is contacted by BEA about reporting on this survey, either by sending a report form or by written inquiry, must respond in writing even if they did not have cross border services transactions during the reporting period. This may be accomplished by completing the determination of reporting status section of the BE-140 survey and returning it to BEA by the due date of the survey.

A response is required from U.S. insurance companies subject to the reporting requirements of the BE-140 Benchmark Survey of Insurance Transactions by U.S. Insurance Companies with Foreign Persons, whether or not they are contacted by BEA.

You received this survey because your company has either filed a BE-140 benchmark or BE-45 quarterly survey in the past, or we believe that you may have had transactions covered by this survey based on publicly available information derived from news reports, trade journals, or industry data bases.

Yes. Standard consolidation rules require that a U.S. affiliate must file on a fully consolidated domestic U.S. basis, including in the full consolidation all U.S. business enterprises proceeding down each ownership chain whose voting securities are more than 50% owned by the U.S. business enterprise above. The fully consolidated entity is considered one U.S. affiliate.

Certain private funds are exempt from BE-12 reporting.  For more information on reporting requirements for private funds, visit www.bea.gov/privatefunds. 

If this entity received a notice to file from BEA, and is exempt from BE-12 filing, complete item (f) of the BE-12 Claim for Not Filing.  If this entity did NOT receive a notice from BEA, and is exempt from BE-12 filing, no action is necessary.