How do I indicate on the BE-180 which type of financial services I am selling/purchasing?

Table 1 on page 4 collects sales and purchases information by individual transaction type for each type of service covered by the survey with a corresponding service code listed in column 1. For example, sales of financial management services are designated as service code 4. If you report any amount in column 3 or 4 of the table, and the combined total of those transactions listed exceeded $3 million (either sales or purchases), then enter the service code associated with that service under “Service Code” on Schedule(s) A, and/or B.

I believe I am exempt from filing data on both Schedules A and B of the BE-180 survey. What should I do?

Complete pages 1 through 5 of the survey. If you do not check a box “yes” in Question 6 and/or 7, on page 8, and you do not wish to report on a voluntary basis on Schedule A through D then return the survey to BEA per the instructions on the cover of the form.

How should I report if my company was acquired by another company in fiscal year 2014?

If your company was acquired by a U.S. entity, please complete the survey through question 4 on page 2 and include the name and address of the company that purchased your company.

If your company was acquired by a foreign entity, please contact our office at (202) 606-5588 to ensure that you accurately report transactions that occurred both before and after the acquisition date.

How do I report additional countries on Schedule A and/or Schedule B?

To report additional countries, please use an overflow sheet. If you received a BE-180 form in the mail, an overflow sheet should have been included. If not, overflow sheets can be downloaded at www.bea.gov/ssb/be180. In addition, reporters can send an email to be-180@bea.gov to receive an automated response with the Microsoft Excel spreadsheet, which includes overflow tabs. Electronic filers can attach an overflow sheet to their submission by adding it to the appropriate schedule.

Can I submit the BE-180 electronically?

Yes, you may file electronically at www.bea.gov/efile. This system allows you to access a fillable PDF version of the BE-180; you may work on the survey over however much time you need to complete it, and save your progress in the eFile system as you go. Once you have finished filling out the applicable sections of the survey, you can then select “submit” and securely transmit your completed form to BEA electronically.