U.S. Companies Ordered to Detail Global Investments Yearly
Published Date: 3/16/2026
Notice
Summary
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!
Analyzed Economic Effects
3 provisions identified: 1 benefits, 2 costs, 0 mixed.
Mandatory BE-11 Reporting for Majority-Owned Foreign Firms
If a U.S. person owns more than 50% (direct or indirect) of a foreign business, you must file the BE-11 survey reporting your parent company and foreign affiliate operations. The report covers your fiscal year ending during the previous calendar year and is due by May 31; required forms and size thresholds are based on total assets, sales or gross operating revenues, and net income after taxes.
Estimated Reporting Time and Filing Options
BEA estimates an average public reporting burden of 95.2 hours per complete BE-11 response. Individual form estimates are: BE-11A ~7 hours (domestic operations), BE-11B ~12 hours, BE-10D ~1 hour (foreign operations). Reports may be filed electronically at www.bea.gov/efile or submitted by mail or fax; the OMB control number is 0608-0053.
BEA Will Mail Reporting Notices; No Contact Means No Duty
BEA will mail the specific reporting requirements to each U.S. person who must respond. If BEA does not contact you, you have no reporting responsibilities for this survey.
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Key Dates
Department and Agencies
Related Federal Register Documents
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.
2026-06040 — 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
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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!
2026-05080 — 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!
2026-05076 — 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!
2026-05077 — BE-30: Quarterly Survey of Ocean Freight Revenues and Foreign Expenses of U.S. Carriers
If you run a U.S. ocean shipping company making or spending $500,000+ a year, you’ve got to fill out the BE-30 survey every quarter. This survey helps the government track how much money U.S. carriers make and spend overseas, which is super important for understanding trade and the economy. You’ll need to submit your info within 30 days after each quarter ends—easy, but don’t miss the deadline!
Previous / Next Documents
Previous: 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!
Next: 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!