Did you receive a letter from BEA regarding the BE-180?

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary?

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey?

This survey covers financial services such as:

• brokerage and underwriting,
• financial management and advisory services,
• credit-related services,
• credit-card services,
• securities lending,
• EFT services, and
• other financial services

See the instructions section VI for more information on what services are covered in this survey. Table 1 on page 3 of the form can also help you determine what covered sales and purchases you have.

Because you are not a financial services provider or intermediary and your consolidated U.S. enterprise does not include a separately organized subsidiary that is a financial services provider or intermediary, and you were not contacted by BEA about this survey, you have no obligation to file.

However, you may meet the reporting requirements on other BEA surveys. For example, companies that are not financial services providers but have purchases of financial services from foreign persons may be required to report those purchases on the BE-125 Quarterly Survey of Transactions in Selected Services and Intellectual Property with Foreign Persons.

For more information, please see Survey Respondents or call us at (202) 606-5588.

Thank you for using our decision tool.

Review

Did you receive a letter from BEA regarding the BE-180? No

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? No

Results

Because you are not a financial services provider or intermediary and your consolidated U.S. enterprise does not include a separately organized subsidiary that is a financial services provider or intermediary, and you were not contacted by BEA about this survey, you have no obligation to file.

However, you may meet the reporting requirements on other BEA surveys. For example, companies that are not financial services providers but have purchases of financial services from foreign persons may be required to report those purchases on the BE-125 Quarterly Survey of Transactions in Selected Services and Intellectual Property with Foreign Persons.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

Choose the statement that applies.

Because you have no transactions to report and you were not contacted by BEA about this survey, you have no obligation to file.

Thank you for using our decision tool.

Review

Did you receive a letter from BEA regarding the BE-180? No

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? No

Results

Because you have no transactions to report and you were not contacted by BEA about this survey, you have no obligation to file.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

Were your sales of financial services to foreign persons greater than $3 million during the fiscal year 2014?

You have an obligation to file the BE-180 Benchmark Survey because you meet the mandatory reporting requirements. Reporting of your sales to foreign persons on Schedule A is mandatory.

Continue to determine what you need to report.

Were your purchases of financial services from foreign persons greater than $3 million during the fiscal year 2014?

You have an obligation to file the BE-180 Benchmark Survey because you meet the mandatory reporting requirements. Reporting of your purchases from foreign persons on Schedule B is mandatory.

In addition, you must provide an estimate of your combined sales of financial services to foreign persons in Question 9 of the survey form and you are requested to report your sales by type of financial service in the voluntary table on page 5.

Thank you for using our decision tool.

Review

Did you receive a letter from BEA regarding the BE-180? No

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? Yes

Choose the statement that applies. I have sales and purchases of services with foreign persons.

Were your sales of financial services to foreign persons greater than $3 million? No

Were your purchases of financial services from foreign persons greater than $3 million? Yes

Results

You have an obligation to file the BE-180 Benchmark Survey because you meet the mandatory reporting requirements. Reporting of your purchases from foreign persons on Schedule B is mandatory. In addition, you must provide an estimate of your combined sales of financial services to foreign persons in Question 9 of the survey form and you are requested to report your sales by type of financial service in the voluntary table on page 5.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

Because your sales and purchases were both $3 million or less and you were not contacted by BEA about this survey, you do not meet the mandatory reporting requirements for the BE-180 Benchmark Survey.

However, you are requested to file a survey form to help BEA ensure that we maintain accurate coverage of the financial services industry. This can be done by completing pages 1-4 of the survey and providing an estimate of your combined sales of financial services to foreign persons in Question 9 of the survey form and your combined purchases of financial services from foreign persons in Question 10.

You may also report your sales and purchases by type of financial service in the voluntary table on page 5.

Thank you for using our decision tool.

Review

Did you receive a letter from BEA regarding the BE-180? No

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Choose the statement that applies. I have sales and purchases of services with foreign persons.

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? Yes

Were your sales of financial services to foreign persons greater than $3 million? No

Results

Because your sales and purchases were both $3 million or less and you were not contacted by BEA about this survey, you do not meet the mandatory reporting requirements for the BE-180 Benchmark Survey.

However, you are requested to file a survey form to help BEA ensure that we maintain accurate coverage of the financial services industry. This can be done by completing pages 1-4 of the survey and providing an estimate of your combined sales of financial services to foreign persons in Question 9 of the survey form and your combined purchases of financial services from foreign persons in Question 10. You may also report your sales and purchases by type of financial service in the voluntary table on page 5.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

You have an obligation to file the BE-180 Benchmark Survey because you meet the mandatory reporting requirements. Reporting of your sales to foreign persons on Schedule A is mandatory.

Continue to determine what you need to report.

Were your purchases of financial services from foreign persons greater than $3 million during the fiscal year 2014?

You have an obligation to file the BE-180 Benchmark Survey because you meet the mandatory reporting requirements. Reporting of your sales on Schedule A and reporting of your purchases on Schedule B are both mandatory.

Thank you for using our decision tool.

Desision Guide Summary

Did you receive a letter from BEA regarding the BE-180? No

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? Yes

Choose the statement that applies. I have sales and purchases of services with foreign persons.

Were your sales of financial services to foreign persons greater than $3 million? Yes

Were your purchases of financial services from foreign persons greater than $3 million? Yes

Results

You have an obligation to file the BE-180 Benchmark Survey because you meet the mandatory reporting requirements. Reporting of your sales on Schedule A and reporting of your purchases on Schedule B are both mandatory.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

Because your purchases were $3 million or less, you do not need to report your purchases on Schedule B. Instead, you must provide an estimate of your combined purchases of financial services from foreign persons in Question 10 of the survey form and you are requested to report your purchases by type of financial service in the voluntary table on page 5.

You have an obligation to file the BE-180 Benchmark Survey because you meet the mandatory reporting requirements. Reporting of your sales to foreign persons on Schedule A is mandatory.

In addition, you must provide an estimate of your combined purchases of financial services from foreign persons in Question 10 of the survey form and you are requested to report your purchases by type of financial service in the voluntary table on page 5.

Thank you for using our decision tool.

Decision Guide Summary

Did you receive a letter from BEA regarding the BE-180? No

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? Yes

Choose the statement that applies. I have sales and purchases of services with foreign persons.

Were your sales of financial services to foreign persons greater than $3 million? Yes

Were your purchases of financial services from foreign persons greater than $3 million? No

Results

You have an obligation to file. Reporting of your sales to foreign persons on Schedule A is mandatory. In addition, you must provide an estimate of your combined purchases of financial services from foreign persons in Question 10 of the survey form and you are requested to report your purchases by type of financial service in the voluntary table on page 5.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

Were your purchases of financial services from foreign persons greater than $3 million during the fiscal year 2014?

Were your sales of financial services to foreign persons greater than $3 million during the fiscal year 2014?

You have an obligation to file the BE-180 Benchmark Survey because you meet the mandatory reporting requirements. Reporting of your sales to foreign persons on Schedule A is mandatory. Because you have no purchases to report, you do not need to complete Schedule B.

Thank you for using our decision tool.

Review

Did you receive a letter from BEA regarding the BE-180? No

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? Yes

Choose the statement that applies. I have sales of services to foreign persons, but no purchases.

Were your sales of financial services to foreign persons greater than $3 million? Yes

Results

You have an obligation to file the BE-180 Benchmark Survey because you meet the mandatory reporting requirements. Reporting of your sales to foreign persons on Schedule A is mandatory. Because you have no purchases to report, you do not need to complete Schedule B.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

Because your sales were $3 million or less, you have no reportable purchases, and you were not contacted by BEA about this survey, you do not meet the mandatory reporting requirements for the BE-180 Benchmark Survey.

However, you are requested to file a survey form to help BEA ensure that we maintain accurate coverage of the financial services industry. This can be done by completing pages 1-4 of the survey and providing an estimate of your combined sales of financial services to foreign persons in Question 9 of the survey form.

You may also report your sales by type of financial service in the voluntary table on page 5.

Thank you for using our decision tool.

Decision Guide Summary

Did you receive a letter from BEA regarding the BE-180? No

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? Yes

Choose the statement that applies. I have sales of services to foreign persons, but no purchases.

Were your sales of financial services to foreign persons greater than $3 million? No

Results

Because your sales were $3 million or less, you have no reportable purchases, and you were not contacted by BEA about this survey, you do not meet the mandatory reporting requirements for the BE-180 Benchmark Survey.

However, you are requested to file a survey form to help BEA ensure that we maintain accurate coverage of the financial services industry. This can be done by completing pages 1-4 of the survey and providing an estimate of your combined sales of financial services to foreign persons in Question 9 of the survey form. You may also report your sales by type of financial service in the voluntary table on page 5.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

Were your purchases of financial services from foreign persons greater than $3 million during the fiscal year 2014?

You have an obligation to file the BE-180 Benchmark Survey because you meet the mandatory reporting requirements. Reporting of your purchases from foreign persons on Schedule B is mandatory. Because you have no sales to report, you do not need to complete Schedule A. Thank you for using our decision tool.

Review

Did you receive a letter from BEA regarding the BE-180? No

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? Yes

Choose the statement that applies. I have purchases of services from foreign persons, but no sales.

Were your purchases of financial services from foreign persons greater than $3 million? Yes

Results

You have an obligation to file the BE-180 Benchmark Survey because you meet the mandatory reporting requirements. Reporting of your purchases from foreign persons on Schedule B is mandatory. Because you have no sales to report, you do not need to complete Schedule A.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

Because your purchases were $3 million or less, you have no reportable sales, and you were not contacted by BEA about this survey, you do not meet the mandatory reporting requirements for the BE-180 Benchmark Survey.

However, you are requested to file a survey form to help BEA ensure that we maintain accurate coverage of the financial services industry. This can be done by completing pages 1-4 of the survey and providing an estimate of your combined purchases of financial services from foreign persons in Question 10 of the survey form.

You may also report your purchases by type of financial service in the voluntary table on page 5.

Thank you for using our decision tool.

Review

Did you receive a letter from BEA regarding the BE-180? No

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? Yes

Choose the statement that applies. I have purchases of services from foreign persons, but no sales.

Were your purchases of financial services from foreign persons greater than $3 million? No

Results

Because your purchases were $3 million or less, you have no reportable sales, and you were not contacted by BEA about this survey, you do not meet the mandatory reporting requirements for the BE-180 Benchmark Survey. However, you are requested to file a survey form to help BEA ensure that we maintain accurate coverage of the financial services industry. This can be done by completing pages 1-4 of the survey and providing an estimate of your combined purchases of financial services from foreign persons in Question 10 of the survey form. You may also report your purchases by type of financial service in the voluntary table on page 5.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

You must file the BE-180 survey form.

Continue to determine what you need to report.

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary?

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey?

This survey covers financial services such as:

• brokerage and underwriting,
• financial management and advisory services,
• credit-related services,
• credit-card services,
• securities lending,
• EFT services, and
• other financial services

See the instructions section VI for more information on what services are covered in this survey. Table 1 on page 3 of the form can also help you determine what covered sales and purchases you have.

Because you are not a financial services provider or intermediary and your consolidated U.S. enterprise does not include a separately organized subsidiary that is a financial services provider or intermediary, you only need to complete pages 1-3 of the survey and return the report according to the instructions on the first page of the survey form. Please use the comment boxes on pages 2 and 5 as needed to explain any changes in your ownership or corporate structure as appropriate.

Also, please be aware that you may meet the reporting requirements on other BEA surveys. For example, companies that are not financial services providers but have purchases of financial services from foreign persons may be required to report those purchases on the BE-125 Quarterly Survey of Transactions in Selected Services and Intellectual Property with Foreign Persons.

For more information, please see Survey Respondents or call us at (202) 606-5588.

Thank you for using our decision tool.

Review

Did you receive a letter from BEA regarding the BE-180? Yes

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? No

Results

Because you are not a financial services provider or intermediary and your consolidated U.S. enterprise does not include a separately organized subsidiary that is a financial services provider or intermediary, you only need to complete pages 1-3 of the survey and return the report according to the instructions on the first page of the survey form. Please use the comment boxes on pages 2 and 5 as needed to explain any changes in your ownership or corporate structure as appropriate.

Also, please be aware that you may meet the reporting requirements on other BEA surveys. For example, companies that are not financial services providers but have purchases of financial services from foreign persons may be required to report those purchases on the BE-125 Quarterly Survey of Transactions in Selected Services and Intellectual Property with Foreign Persons.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

Choose the statement that applies.

Were your sales of financial services to foreign persons greater than $3 million during the fiscal year 2014?

Reporting of your sales to foreign persons on Schedule A is mandatory.

Because your sales were $3 million or less, you do not need to report your sales on Schedule A. Instead, you must provide an estimate of your combined sales of financial services to foreign persons in Question 9 of the survey form and you are requested to report your sales by type of financial service in the voluntary table on page 5.

Were your purchases of financial services from foreign persons greater than $3 million during the fiscal year 2014?

Reporting on Schedule B is mandatory.

Thank you for using our decision tool.

Reporting of your purchases from foreign persons on Schedule B is mandatory. In addition, you must provide an estimate of your combined sales of financial services to foreign persons in Question 9 of the survey form and you are requested to report your sales by type of financial service in the voluntary table on page 5.

Thank you for using our decision tool.

Decision Tool Summary

Did you receive a letter from BEA regarding the BE-180? Yes

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? Yes

Choose the statement that applies. I have sales and purchases of services with foreign persons.

Were your sales of financial services to foreign persons greater than $3 million? No

Were your purchases of financial services from foreign persons greater than $3 million? Yes

Results

Reporting of your purchases from foreign persons on Schedule B is mandatory. In addition, you must provide an estimate of your combined sales of financial services to foreign persons in Question 9 of the survey form and you are requested to report your sales by type of financial service in the voluntary table on page 5.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

Because your purchases were $3 million or less, you do not need to report your purchases on Schedule B. Instead, you must provide an estimate of your combined purchases of financial services from foreign persons in Question 10 of the survey form and you are requested to report your purchases by type of financial service in the voluntary table on page 5.

Thank you for using our decision tool.

Because your sales and purchases were $3 million of less, you do not need to report on Schedule A or Schedule B. Instead, you must provide an estimate of your combined sales and combined purchases of financial services in Questions 9 and 10 of the survey form and you are requested to report your sales and purchases by type of financial service in the voluntary table on page 5.

Thank you for using our decision tool.

Review

Did you receive a letter from BEA regarding the BE-180? Yes

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Choose the statement that applies. I have sales and purchases of services with foreign persons.

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? Yes

Results

Because your sales were $3 million or less, you do not need to report your sales on Schedule A. Instead, you must provide an estimate of your combined sales of financial services to foreign persons in Question 9 of the survey form and you are requested to report your sales by type of financial service in the voluntary table on page 5.

Your purchases of financial services were not greater than $3 million.

Because your sales and purchases were $3 million of less, you do not need to report on Schedule A or Schedule B. Instead, you must provide an estimate of your combined sales and combined purchases of financial services in Questions 9 and 10 of the survey form and you are requested to report your sales and purchases by type of financial service in the voluntary table on page 5.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

Reporting of your sales to foreign persons on Schedule A is mandatory.

Were your purchases of financial services from foreign persons greater than $3 million during the fiscal year 2014?

Reporting on both Schedule A and Schedule B is mandatory.

Thank you for using our decision tool.

Review

Did you receive a letter from BEA regarding the BE-180? Yes

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? Yes

Choose the statement that applies. I have sales and purchases of services with foreign persons.

Were your sales of financial services to foreign persons greater than $3 million? Yes

Were your purchases of financial services from foreign persons greater than $3 million? Yes

Results

Reporting on both Schedule A and Schedule B is mandatory.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

Because your purchases were $3 million or less, you do not need to report your purchases on Schedule B. Instead, you must provide an estimate of your combined purchases of financial services from foreign persons in Question 10 of the survey form and you are requested to report your purchases by type of financial service in the voluntary table on page 5.

Thank you for using our decision tool.

Reporting of your sales to foreign persons on Schedule A is mandatory. In addition, you must provide an estimate of your combined purchases of financial services from foreign persons in Question 10 of the survey form and you are requested to report your purchases by type of financial service in the voluntary table on page 5.

Thank you for using our decision tool.

Review

Did you receive a letter from BEA regarding the BE-180? Yes

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? Yes

Choose the statement that applies. I have sales and purchases of services with foreign persons.

Were your sales of financial services to foreign persons greater than $3 million? Yes

Were your purchases of financial services from foreign persons greater than $3 million? No

Results

Reporting of your sales to foreign persons on Schedule A is mandatory.

In addition, you must provide an estimate of your combined purchases of financial services from foreign persons in Question 10 of the survey form and you are requested to report your purchases by type of financial service in the voluntary table on page 5.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

Were your purchases of financial services from foreign persons greater than $3 million during the fiscal year 2014?

Were your sales of financial services to foreign persons greater than $3 million during the fiscal year 2014?

Reporting of your sales to foreign persons on Schedule A is mandatory. Because you have no purchases to report, you do not need to complete Schedule B.

Thank you for using our decision tool.

Review

Did you receive a letter from BEA regarding the BE-180? Yes

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? Yes

Choose the statement that applies. I have sales of services to foreign persons, but no purchases.

Were your sales of financial services to foreign persons greater than $3 million? Yes

Results

Reporting of your sales to foreign persons on Schedule A is mandatory. Because you have no purchases to report, you do not need to complete Schedule B.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

Because your sales were $3 million or less, you do not need to report your sales on Schedule A. Instead, you must provide an estimate of your combined sales of financial services to foreign persons in Question 9 of the survey form and you are requested to report your sales by type of financial service in the voluntary table on page 5.

Because you have no purchases to report, you do not need to complete Schedule B.

Thank you for using our decision tool.

Review

Did you receive a letter from BEA regarding the BE-180? Yes

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? Yes

Choose the statement that applies. I have sales of services to foreign persons, but no purchases.

Were your sales of financial services to foreign persons greater than $3 million? No

Results

Because your sales were $3 million or less, you do not need to report your sales on Schedule A. Instead, you must provide an estimate of your combined sales of financial services to foreign persons in Question 9 of the survey form and you are requested to report your sales by type of financial service in the voluntary table on page 5.

Because you have no purchases to report, you do not need to complete Schedule B.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

Were your purchases of financial services from foreign persons greater than $3 million during the fiscal year 2014?

Reporting of your purchases from foreign persons on Schedule B is mandatory. Because you have no sales to report, you do not need to complete Schedule A.

Thank you for using our decision tool.

Review

Did you receive a letter from BEA regarding the BE-180? Yes

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? Yes

Choose the statement that applies. I have purchases of services from foreign persons, but no sales.

Were your purchases of financial services from foreign persons greater than $3 million? Yes

Results

Reporting of your purchases from foreign persons on Schedule B is mandatory. Because you have no sales to report, you do not need to complete Schedule A.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

Because you have no sales to report, you do not need to complete Schedule A.

Because your purchases were $3 million or less, you do not need to report your purchases on Schedule B. Instead, you must provide an estimate of your combined purchases of financial services from foreign persons in Question 10 of the survey form and you are requested to report your purchases by type of financial service in the voluntary table on page 5.

Thank you for using our decision tool.

Review

Did you receive a letter from BEA regarding the BE-180? Yes

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? Yes

Choose the statement that applies. I have purchases of services to foreign persons, but no sales.

Were your purchases of financial services from foreign persons greater than $3 million? No

Results

Because you have no sales to report, you do not need to complete Schedule A.

Because your purchases were $3 million or less, you do not need to report your purchases on Schedule B. Instead, you must provide an estimate of your combined purchases of financial services from foreign persons in Question 10 of the survey form and you are requested to report your purchases by type of financial service in the voluntary table on page 5.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.

Because you have no transactions to report, you only need to complete pages 1-3 of the survey and return the report according to the instructions on the first page of the survey form.

Thank you for using our decision tool.

Review

Did you receive a letter from BEA regarding the BE-180? Yes

Are you a financial services provider or intermediary or does your consolidated U.S. enterprise include a separately organized subsidiary, or part, that is a financial services provider or intermediary? Yes

Do you have sales to foreign persons and/or purchases from foreign persons of the types of financial services covered by this survey? No

Results

Because you have no transactions to report, you only need to complete pages 1-3 of the survey and return the report according to the instructions on the first page of the survey form.

For more information, please see Survey Respondents.

For assistance, please email us at be180help@bea.gov or call us at (202) 606-5588.