How do I complete a survey for a foreign affiliate entity if it is a private fund versus an operating company? The 2014 BE-10 survey forms may have numerous questions which do not appear to apply to my domestic and foreign funds/entities. How do I proceed

The BE-10A/B/C/D forms are intended to cover many different types of entities, including traditional operating companies, holding companies, funds (feeder, master, and other funds), etc. Not all questions on the forms may apply to your domestic or foreign entities. Respondents may mark questions “n.a.” if they do not apply to their entities and provide explanations about the nature of the entities and their operations in one of the “Remarks” areas on the forms.

Does the 2014 BE-10 reporting overlap with the Treasury International Capital (TIC) reporting for private funds?

No, it does not. As a benchmark survey, BE-10 covers the data collected by BE-577, the Quarterly Survey of U.S. Direct Investment Abroad, on direct investment transactions and positions between U.S.-owned foreign business enterprises and their U.S. parents. TIC, on the other hand, collects data on international portfolio flows and positions between U.S. residents and foreign residents. The BE-10 and TIC 3 surveys share the same definition for direct investment and the data collected typically complement each other.

Are the data reported on the BE-10 survey kept confidential?

Yes. The information included in the completed BE-10 survey forms may be used only for analytical and statistical purposes, and access to the information shall be available only to officials and employees of agencies designated by the President to perform functions under the International Investment and Trade in Services Survey Act (IITSSA; see Instruction Booklet, Part VI.G., for more information).

Will the information submitted to BEA be kept confidential?

Yes. Information reported on this survey is confidential and may be used for only analytical or statistical purposes. The information filed on the survey cannot be presented in a manner that allows it to be individually identified without your prior written permission. The information provided on your survey cannot be used for purposes of taxation, investigation, or regulation. Copies retained in our files are immune from legal process.

The address listed is no longer current. How do I update this information for the BE-180?

  • If you are completing the survey via eFile, enter the updated contact information when prompted and click on the “update address information” button.
  • If you are completing a PDF or Excel version of the BE-180, enter the correct name and address of the contact person on the appropriate lines on the cover page of the survey.
  • You may call (301) 278-9303 and we will update this information for you.