BEA Survey Questions

Yes, but please fax only the report itself; do not fax the instructions. Please be advised that BEA cannot be responsible for the confidentiality of your data during transmission of the fax; however, submitting via eFile is secure. If you eFile the report, there is no need to also fax a copy. If you do fax a copy, there is no need to also mail the report.

Our fax numbers are:

For BEA to efficiently process your report and disseminate the final results of the survey it is important that you make every effort to file on time. Nevertheless, reasonable requests for extension of the filing deadline will normally be granted if requested BEFORE the due date.

If you submitted a form via eFile, you will have immediate access to the previously filed forms. Requests for copies of recent reports that were submitted by mail or fax must be in writing. These requests must be on company letterhead and signed by an officer of the company, because reports filed with BEA are confidential. Officers include the President, Vice President, Secretary, Treasurer, Assistant Vice Presidents, Assistant Secretaries, and Assistant Treasurers.

Please call our office for further information:

Please review the instructions for filing on the front page of the form and return a completed report, or valid claim for exemption, to BEA as soon as possible. Please contact our office if you will not be able to file within the time frame stated in the “Notice.”

If you require additional assistance or need further clarification on any matter related to the BE-10, Benchmark Survey of U.S. Direct Investment Abroad, as it applies to your private fund and/or its foreign entities, please call us at (301) 278-9418.

Please carefully review the ‘Which form do I file?’ document on www.bea.gov/be13. If you have difficulty determining how the reporting requirements apply to your situation, please contact us via email at be13@bea.gov or call us at (301) 278-9419.

Special consolidation rules apply for U.S. affiliates that are limited partnerships or that have an ownership interest in a U.S. limited partnership. Sections A through E below describe the consolidation rules under five different sets of circumstances. If your situation is not addressed, please contact us at be12/15@bea.gov or (301) 278-9247 for assistance.

The change implemented in 2017 by the Bureau of Economic Analysis (BEA) and the Treasury Department simplifies how certain cross-border investments by or into private funds are reported on Treasury International Capital (TIC) surveys of portfolio investment and BEA surveys of direct investment.

Private Fund refers to the same class of financial entities defined by the Securities and Exchange Commission as private funds on Form PF: "any issuer that would be an investment company as defined in section 3 of the Investment Company Act of 1940 but for section 3(c)(1) or 3(c)(7) of … [that] Act."

Additional information on the change in reporting requirements for private funds is available at www.bea.gov/privatefunds.

Under the change implemented in 2017, investments by U.S. entities of a 10 percent or more voting interest in a foreign private fund, and investments by foreign entities of a 10 percent or more voting interest in a U.S. domiciled private fund may not be required to report on BEA direct investment surveys if they meet the following criteria: