How should I account for mergers and acquisitions on the BE-180?

  • If your company was acquired by another U.S. company during, or prior to its fiscal year end 2024, please complete pages one and two of the survey and in response to question number 3, write the name and address of your company’s U.S. parent.
  • If your company was purchased by a foreign company, complete the survey as it pertains to you and go to www.bea.gov/surveys/fdiusurv for information on foreign direct investment survey requirements.
  • If your company purchased another U.S.

How do I report more than one transaction type or more countries than the Schedules allow?

If you are reporting sales and/or purchases of more than one transaction type, or need to report additional country detail, please use the overflow sheets provided (pages 28-30 of the survey). Additional overflow pages can also be downloaded at www.bea.gov/ssb/be180.

If you are completing the survey using BEA’s electronic filing system, eFile, select “Add overflow” from the survey selection page.

How do I file the BE-180?

  • Surveys can be filed electronically via www.bea.gov/efile.
  • Surveys can be mailed to:
    Bureau of Economic Analysis
    Balance of Payments Division, BE-50 (SSB)
    4600 Silver Hill Rd.
    Washington, DC 20233
  • Surveys can be delivered via UPS, Federal Express, or other private couriers to:
    Bureau of Economic Analysis
    Balance of Payments Division, BE-50 (SSB) 4600 Silver Hill Rd.
    Suitland, MD 20746
  • Surveys can be faxed to: (301) 278-9508

I file the BE-185 Quarterly Survey of Financial Services Transactions Between U.S. Financial Services Providers and Foreign Persons. Do I still need to complete the BE-180?

Yes. The Office of Management and Budget (OMB) regulations require each U.S. financial services provider that had transactions with foreign persons in the covered services during its 2024 fiscal year to file a BE-180, regardless of whether they have been contacted by BEA. Additionally, while there is some overlap between the two surveys, the BE-180 collects additional information not covered by the BE-185 survey.

Any revisions or adjustments to transactions not reported on your 2024 BE-185 filings should be made on the 2024 BE-180.

What are the BE-180 filing requirements?

  • A BE-180 survey is required of each U.S. person that is a financial service provider or intermediary, or whose consolidated U.S. enterprise includes a separately organized subsidiary, or part, that is a financial services provider or intermediary, that had financial services transactions with foreign persons in the covered types of financial services during its 2024 fiscal year. Any U.S. person that did not have transactions with foreign persons in the covered services, is required to complete the survey through page 5, if notified by BEA about this survey.
  • Any U.S.