Vrinda Jagad
International Tax Manager
BEA Benchmark Survey Requirement for US Direct Investment Abroad
The Bureau of Economic Analysis (BEA), US Department of Commerce, conducts a BE-10 benchmark survey of US Direct Investment Abroad every five years. This survey is used by the Department of Commerce to gather foreign investment information and produce statistics.
Who is required to file this survey?
Any US person that directly or indirectly owns or controls at least 10% of any foreign incorporated or unincorporated business enterprise at end of the US person’s 2024 fiscal year.
US person includes individuals, entities, trusts and estates that are residents of US.
When is this to be filed?
May 30, 2025 for filing fewer than 50 Forms of BE-10B, BE 10C, or BE-10D
June 30, 2025 for filing more than 50 Forms of BE-10B, BE 10C, or BE-10D
Extensions are not guaranteed and are granted on case-by-case basis.
Where to file the BE-10 Survey?
The Surveys can be filed electronically on BEA’s e file system here: https://apps.bea.gov/efile/password/default.cfm
There are significant penalties associated with failure to file, especially if willful.
Please contact WFY here for questions on how to complete the BE-10 survey. You can sign-up for our newsletter here to receive more updates.
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