U.S. Firms Abroad: Submit Investment Data Quarterly
Published Date: 2/28/2025
Notice
Summary
If you’re a U.S. company owning 10% or more of a foreign business, you’ve got to fill out the BE-577 survey every quarter. This survey helps the government track how much U.S. money is invested abroad and its impact on the economy. You’ll need to submit your report within 30 days after each quarter, or 45 days if it’s the year’s final quarter—so don’t miss those deadlines!
Analyzed Economic Effects
3 provisions identified: 0 benefits, 3 costs, 0 mixed.
Mandatory BE-577 for 10%+ Foreign Owners
If you are a U.S. person that owns 10 percent or more of the voting stock (or equivalent interest) in a foreign business, you must respond to the BE-577 survey. BEA will contact entities required to report; entities not contacted by BEA have no reporting responsibilities. The survey collects transactions between parent and foreign affiliates and direct investment positions.
Quarterly Filing Deadlines and Submission Methods
Reports for the BE-577 are due 30 days after the close of each calendar or fiscal quarter, or 45 days if the report is for the final quarter of the financial reporting year. You may file using BEA's electronic reporting system at www.bea.gov/efile, or submit a downloaded form by mail or fax; BEA will mail notice of specific reporting requirements to those required to complete the survey.
Paperwork Burden — 1 Hour per Response
The Office of Management and Budget control number for this collection is 0608-0004, and BEA estimates the public reporting burden averages 1 hour per BE-577 response. Comments on this burden estimate may be sent to the contact and to OMB as specified in the notice.
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Key Dates
Department and Agencies
Related Federal Register Documents
2026-06040, Agency Information Collection Activities; Submission to the Office of Management and Budget (OMB) for Review and Approval; Comment Request; Direct Investment Surveys: BE-605, Quarterly Survey of Foreign Direct Investment in the United States-Transactions of U.S. Affiliate With Foreign Parent
The Department of Commerce is updating a quarterly survey that asks U.S. companies owned by foreign parents about their business deals. About 2,100 companies respond each quarter, spending around an hour each time. This update helps keep important economic data accurate without adding extra hassle, and the public has 30 more days to share their thoughts.
2026-06039, Agency Information Collection Activities; Submission to the Office of Management and Budget (OMB) for Review and Approval; Comment Request; Direct Investment Surveys: BE-13, Survey of New Foreign Direct Investment in the United States
The government is asking businesses with new foreign investments in the U.S. to keep filling out the BE-13 survey, which helps track how much foreign money is coming into the country. About 3,400 companies will respond yearly, spending around 36 minutes each. This survey stays mandatory, with no changes, and helps understand the impact of foreign investments on the U.S. economy.
2026-05075, BE-11: Annual Survey of U.S. Direct Investment Abroad
The BE-11 survey asks U.S. companies that own more than half of a foreign business to share info about their investments abroad. This helps the government understand how American money moves around the world and affects the economy. If you’re one of these companies, get ready to report your last fiscal year’s data by May 31—it’s mandatory and important!
2026-05080, BE-29: Annual Survey of Foreign Ocean Carriers' Expenses in the United States
The BE-29 survey asks U.S. agents of foreign ocean carriers to report their expenses in the U.S. if they handled 40+ port calls or spent $250,000+ in a year. This mandatory survey helps the government track trade in shipping services and understand its impact on the economy. Reports are due within 45 days after the calendar year ends, so get ready to share your numbers on time!
2026-05074, BE-577: Quarterly Survey of U.S. Direct Investment Abroad-Transactions of U.S. Reporter With Foreign Affiliate
If your U.S. business owns or controls a foreign company, you’ll need to fill out the BE-577 survey every quarter. This survey helps the government track how much money U.S. companies invest abroad and how it affects the economy. You’ll have 30 days after each quarter to report, or 45 days if it’s the year’s final quarter—so keep an eye on those deadlines!
2026-05076, BE-9: Quarterly Survey of Foreign Airline Operators' Revenues and Expenses in the United States
If you work for a foreign airline with offices in the U.S., you’ll need to fill out a quarterly survey about your money coming in and going out here. This helps the government understand how foreign airlines impact the U.S. economy and trade. You’ll have 30 days after each quarter to send in your report, so get ready to share your numbers on time!
Previous / Next Documents
Previous: 2025-03322, BE-185: Quarterly Survey of Financial Services Transactions Between U.S. Financial Services Providers and Foreign Persons
If you’re a U.S. financial services provider working with foreign clients, you’ll need to fill out the BE-185 survey every quarter. This survey helps the government track how money moves in and out of the U.S. financial world, shaping smart economic decisions. You’ll have 30 days after each quarter to report, with a bit more time—45 days—after your fiscal year ends.
Next: 2025-03324, BE-605: Quarterly Survey of Foreign Direct Investment in the United States-Transactions of U.S. Affiliate With Foreign Parent
The BE-605 survey is a must-do every quarter for U.S. businesses owned by foreign companies. It helps the government track how foreign investments affect the U.S. economy. Businesses must send in their reports within 30 days after each quarter, or 45 days for the year-end report, keeping everything on schedule and clear.