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:

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)

Initial Investment Surveys:

Note: Submit Initial Investment Surveys for ONLY those transactions that took place prior to 2009. Beginning in 2009, information on new investments is to be filed on the BE-605 Quarterly Survey (below).

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)

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.