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You can obtain a MS Excel version of the BE-85 by sending an email to be-85@bea.gov. This is an automated system, and it will automatically send you an .xls version.
View and print all FAQs related to the BE-85 survey (PDF)
Complete pages 1-3 of the survey. If you do not check a box “yes” in Step 2 or Step 3 and you do not wish to report on a voluntary basis on Schedule A or B, then mail the form to the address on the first page.
View and print all FAQs related to the BE-85 survey (PDF)
a. If your company was acquired by a U.S. company, please complete the survey including question number 7.
b. If your company was purchased by a foreign company, complete the survey as it pertains to you and go to http://www.bea.gov/surveys/fdiusurv for information on foreign direct investment survey requirements.
c. If your company purchased another U.S. company, your BE-85 survey should consolidate their selected services for the entire reporting period.
This survey is authorized by the International Investment and Trade in Services Survey Act and the Omnibus Trade and Competitiveness Act of 1988. U.S. financial services providers that receive this survey, or that have transactions covered by the survey with unaffiliated foreign persons are required to complete and return the survey to the Bureau of Economic Analysis.
A written request for an extension will be considered if it is received at least 15 days before the due date. BEA will provide a written response to such a request. Requests for extensions may also be sent via email to BE-85extension@bea.gov.
View and print all FAQs related to the BE-85 survey (PDF)
a. Call (301) 278-9303 to request the survey.
b. Go to http://www.bea.gov/surveys/pdf/be85.pdf download a copy of the survey.
c. Send an email to be-85@bea.gov for an .xls version of the BE-85.
View and print all FAQs related to the BE-85 survey (PDF)
A completed form is due within 45 days after the close of each fiscal quarter, except for the fourth quarter of the respondent’s fiscal year when the report is due within 90 days of the close of the quarter.
View and print all FAQs related to the BE-85 survey (PDF)
Yes. A photocopy, or a copy printed from BEA's Web site at www.bea.gov/surveys/fdiusurv is acceptable; however, the CERTIFICATION section of the report must contain an original signature.
Completion of a BE-85 survey is required of any U.S. financial services provider that had
a. receipts from unaffiliated foreign persons in all financial services combined that exceeded $20 million in the previous fiscal year or that are expected to exceed that amount in the current fiscal year; or
b. payments to unaffiliated foreign persons in all financial services combined that exceeded $15 million for the previous fiscal year or that are expected to exceed that amount in the current fiscal year.
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.