U.S. Firms Report Global Financial Deals Quarterly Survey
Published Date: 3/16/2026
Notice
Summary
The BE-185 survey asks U.S. financial companies to share info about their money deals with people in other countries. This helps the government understand how U.S. financial services trade affects the economy. Companies must file their reports every quarter, with a bit more time for the year-end report, so everyone stays on track and the data stays fresh.
Analyzed Economic Effects
2 provisions identified: 0 benefits, 2 costs, 0 mixed.
Mandatory Quarterly Reporting for Financial Firms
If you are a U.S. financial services provider that had combined reportable sales to foreign persons over $20,000,000 in the previous fiscal year (or expect to exceed $20,000,000 this fiscal year), or combined reportable purchases from foreign persons over $15,000,000 in the previous fiscal year (or expect to exceed $15,000,000 this fiscal year), you must file the BE-185 survey each fiscal quarter. BEA will contact required reporters individually; reports are due 30 days after the end of each fiscal quarter, and 45 days for the final quarter of the entity's fiscal year. Reports can be filed electronically at www.bea.gov/efile or submitted by mail or fax, and the BE-185 form and instructions are at www.bea.gov/ssb.
Estimated Reporting Time and OMB Approval
The BE-185 data collection has OMB control number 0608-0065 and BEA estimates that public reporting will average 10 hours per response. Comments about the burden estimate may be sent to BEA or OMB as described in the notice.
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