International Surveys: Foreign Direct Investment in the United States

All surveys of foreign direct investment in the United States are mandatory and confidential. With the exception of items (below) noted as letter sized, please format your settings to legal-sized paper.

Frequently Asked Questions on Surveys of Foreign Direct Investment in the United States
Summary of Current Reporting Requirements for Foreign Direct Investment in the United States (PDF • 94KB) - letter sized
Guide to Industry Classifications for International Surveys, 2007 (PDF • 244KB) - letter sized
Note: This guide is to be used for years 2007 and later.
Guide to Industry and Foreign Trade Classifications for International Surveys, 2002 (PDF • 276KB) - letter sized
Note: This guide is to be used for years 2002-2006.
Comparison of 2002 NAICS-based ISI codes with 1997 NAICS-based ISI codes (PDF • 91KB)
Comparison of 1997 NAICS-based ISI codes with 2002 NAICS-based ISI code (PDF • 72KB)

2007 Benchmark Survey of Foreign Direct Investment in the United States:

For 2007, the BE-12 Benchmark Survey replaces the BE-15 Annual Survey. The BE-15 Annual Survey will resume for 2008. Electronic filing is available for the BE-12 Benchmark Survey and can be accessed through this link: www.bea.gov/efile

Note: Please format your settings to legal-sized paper for the best results when printing the forms.

Which form do I file? (PDF • 26KB)
BE-12(LF) (PDF • 430 KB) - Long Form
BE-12(SF) (PDF • 344 KB) - Short Form
BE-12 Bank (PDF • 343 KB) - Bank Form
BE-12 Mini (PDF • 198 KB) - Mini Form
BE-12 Claim for Not Filing (PDF • 128 KB)

2006 Annual Survey of Foreign Direct Investment in the United States:

Which form do I file? (PDF • 17KB)
BE-15(LF) (PDF • 332KB) - Long Form
BE-15(SF) (PDF • 241KB) - Short Form
BE-15(EZ) - EZ Form: To determine if you are eligible to file Form BE-15(EZ), or if you would like a copy of the form for purposes other than reporting to BEA, please contact us at 202-606-5577 or be12/15@bea.gov.
BE-15 Supplement C (PDF • 157KB) - Claim for Exemption from Filing a BE-15(LF), BE-15(SF), or BE-15 (EZ)

Initial Investment Surveys:

BE-13 (PDF • 174KB) - Initial Report on a Foreign Person's Direct or Indirect Acquisition, Establishment, or Purchase of the Operating Assets, of a U.S. Business Enterprise, including Real Estate
BE-13 Supplement C (PDF • 86KB) - Exemption Claim, Form BE-13
BE-14 (PDF • 119KB) - Report by a U.S. Person Who Assists or Intervenes in the Acquisition of a U.S. Business Enterprise by, or Who Enters into a Joint Venture with, a Foreign Person

Quarterly Balance of Payments Surveys:

For 2007 First Quarter (Q1) and later

Electronic filing is available for the BE-605 and BE-605 Bank and can be accessed through this link: www.bea.gov/efile

BE-605 (PDF • 230KB) - Transactions of U.S. Affiliate, except a U.S. Banking Affiliate, with Foreign Parent
BE-605 Bank (PDF • 120KB) - Transactions of U.S. Banking Affiliate with Foreign Parent
BE-605 Bank Instruction Booklet (PDF • 88KB)

For 2006 Fourth Quarter (Q4) and earlier

BE-605 (PDF • 169KB) - Transactions of U.S. Affiliate, except a U.S. Banking Affiliate, with Foreign Parent
BE-605 Instruction Booklet (PDF • 92KB)
BE-605 Bank (PDF • 112KB) - Transactions of U.S. Banking Affiliate with Foreign Parent
BE-605 Bank Instruction Booklet (PDF • 78KB)

Questions concerning these surveys may be addressed to BEA's International Investment Division; telephone (202) 606-5577 between 8:00 a.m. and 4:30 p.m., eastern time. If e-mail is more convenient, address your questions on annual and benchmark surveys (BE-15 and BE-12) to be12/15@bea.gov; e-mail questions on initial investment surveys (BE-13) to be13@bea.gov; e-mail questions on the quarterly balance of payments survey (BE-605) to be605@bea.gov.