Can I submit the BE-125 electronically?

Yes, you may file electronically at http://www.bea.gov/efile. This system allows you to access a fillable PDF version of the BE-125; 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.

How should I account for mergers and acquisitions on the BE-125?

  • If your company was acquired by another U.S. company, 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.htm for information on foreign direct investment survey requirements.
  • If your company purchased another U.S.

At what level should data reported on the BE-125 be consolidated?

Data reported on the BE-125 should be consolidated and reported at the top U.S. reporter's level. A consolidated BE-125 will cover all of your U.S. domestic operations' transactions with unaffiliated foreign persons, and it will also cover your U.S. domestic operations' transactions with your foreign affiliates, foreign parents, and members of your foreign parent group for services and intellectual property. The BE-125 DOES NOT cover transactions by your foreign affiliates with other foreign persons.

How do I indicate on the BE-125 what type of services I am selling/purchasing?

Tables 1-4 on pages 3 through 6 of the survey list each type of service or intellectual property transaction covered by the survey along with a corresponding transaction code (for example, sales of advertising services are designated transaction code 10 in table 2 on page 4). If you check “yes” in column 4 of any of the tables, then enter the transaction code associated with that service under "Transaction Code" on Schedule(s) A, B, and/or C, as indicated in column 5.

Should I report all services not otherwise listed on the BE-125 under transaction code 42, other selected services?

Other selected services include all services transactions that are not separately listed and are not specifically excluded. This category excludes receipts for financial services (which are covered on a separate BEA survey); income on financial instruments (including interest, dividends, capital gains, etc.); taxes, penalties and fines, gifts or grants; and transportation or travel-related services provided to individual travelers (including hotel accommodation and restaurant meals). Other selected services include (but are not limited to) funding (U.S. receipts and U.S.