BE-10 Benchmark Survey Filing – 2024 - Kabat, Schertzer, De La Torre, Taraboulos & Co.

Compliance Made Simple for U.S. Investors with Foreign Affiliates

What Is the BE-10?

The BE-10 Benchmark Survey of U.S. Direct Investment Abroad is a mandatory filing required every five years by the Bureau of Economic Analysis (BEA). If you are a U.S. person or entity with 10% or more ownership in a foreign business during the 2024 fiscal year, you may be required to file—even if the BEA hasn’t contacted you.

Who Must File?

U.S. individuals or entities with foreign affiliates

BE-11 filers must file BE-10 instead for 2024

Key Deadlines

May 30, 2025: Fewer than 50 affiliate forms

June 30, 2025: 50 or more affiliate forms

Extensions may be requested

Required Forms

BE-10A – For the U.S. parent company

BE-10B, C, or D – For each foreign affiliate, based on size/ownership

Filing Methods

Online via BEA’s eFile system (preferred)

Also accepted via mail or fax

Penalties for Non-Compliance

Failure to comply can result in civil penalties of $2,500 to $25,000, with increased fines for willful violations.

How We Can Help

Confirming whether you’re required to file

Preparing and submitting accurate forms

Ensuring compliance and avoiding penalties

Managing deadlines and extension requests

Have foreign affiliates or unsure if you need to file?

Or visit the BEA website for more information.

If This Doesn’t Apply to You

No further action is required. We sincerely appreciate the opportunity to serve you and look forward to continuing to support your compliance needs

BE-10 Benchmark Survey Filing – 2024