International Surveys: Foreign Direct Investment in the United States
All surveys of foreign direct investment in the United States are mandatory and confidential.
- 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)
2008 Annual Survey of Foreign Direct Investment in the United States:
- Which form do I file? (PDF • 500KB)
- BE-15A (PDF • 459 KB)
- BE-15B (PDF • 268 KB)
- BE-15(EZ) (PDF • 244 KB)
- BE-15 Claim for Exemption (PDF • 173 KB)
2007 Benchmark Survey of Foreign Direct Investment in the United States:
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)
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
- 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)
Questions concerning these surveys may be addressed to BEA's Direct 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.