Did the U.S. Reporter exist at least part of the fiscal year ending in 2024?

You are not required to complete and submit the BE-180 survey for fiscal year 2024

You are required to respond to BEA for the 2024 BE-180 survey. Click continue to determine what sections of the form are required

Did the U.S. Reporter exist at least part of the fiscal year ending in 2024?

Complete questions 1 and 2 (pages 1 and 2) of the 2024 BE-180, explaining in the comment section on page 2 why the company was not in existence, and return your form to BEA – you do not need to report transactions on the 2024 BE-180 survey.

Was the U.S. Reporter owned more than 50% by another U.S. entity during the fiscal year ending in 2024?

Complete questions 1 through 3 (pages 1 and 2) of the 2024 BE-180, providing the name and address of the controlling U.S. entity in the appropriate boxes on page 2, and return your form to BEA – you do not need to report transactions on the 2024 BE-180 survey.

Did the U.S. financial services company have financial services transactions with foreign persons during its 2024 fiscal year?

Complete questions 1 through 7 (pages 1 through 5) of the 2024 BE-180 survey and return your form to BEA – you do not have any reportable transactions on the 2024 BE-180 survey.

You are required to complete questions 1 through 7 (pages 1 through 5) of the 2024 BE-180 survey, providing the total amount of sales and/or purchases with foreign persons in each of the transaction categories covered by the survey. Click continue to determine which, if any, mandatory schedules are required to be completed.

Was the U.S. reporter owned more than 50% by another U.S. entity during the fiscal year ending in 2024?

Complete pages 1 through 8 of the 2019 BE-180 survey and return your form to BEA – you do not have any reportable transactions on the 2019 BE-180 survey.

Complete questions 1 through 3 (pages 1 and 2) of the 2024 BE-180, providing the name and address of the controlling U.S. entity in the appropriate boxes on page 2, and return your form to BEA – you do not need to report transactions on the 2024 BE-180 survey.

Are you a U.S. financial services company that had financial services transactions with foreign persons during its 2024 fiscal year?

You are required to submit the BE-180 survey for fiscal year 2024. Click continue to determine which sections of the form are required.

Were the U.S. Reporter's total combined transactions with foreign persons greater than $3 million for sales or purchases in fiscal year 2024?

Responses beyond question 7 (page 5) are appreciated, but not required.If you wish to provide additional information on a voluntary basis, complete questions 8 through 19 (pages 6 through 11) of the 2024 BE-180, and then continue with any applicable Schedules.

Did you have combined sales with foreign persons that exceeded $3 million for the following service in fiscal year 2024?

(1) brokerage services related to equity transactions; (2.1) brokerage services related to debt transactions; (2.2) other brokerage services; (3.1) underwriting and private placement services related to equity transactions; (3.24) underwriting and private placement services related to debt transactions; (4) financial management services; (5) credit-related services, except credit card services; (6) credit card services; (7.1) financial advisory services; (7.2) financial custody services; (8) security lending services; (9) electronic funds transfer services; and (10) other financial services

You are required to complete questions 8 through 19 (pages 6 through 11), Schedule A, and Schedule C. Click continue to determine if additional schedules are required.

You are not required to complete Schedules A and C. Did you have combined purchases with foreign persons that exceeded $3 million for the following service in fiscal year 2024?

(1) brokerage services related to equity transactions; (2.1) brokerage services related to debt transactions; (2.2) other brokerage services; (3.1) underwriting and private placement services related to equity transactions; (3.2) underwriting and private placement services related to debt transactions; (4) financial management services; (5) credit-related services, except credit card services; (6) credit card services; (7.1) financial advisory services; (7.2) financial custody services; (8) security lending services; (9) electronic funds transfer services; and (10) other financial services

You are required to complete questions 8 through 19 (pages 6 through 11), Schedule B, and Schedule D.

You are not required to complete Schedules A, B, C, or D based on your responses indicating that you did not have any transactions of the types covered by the BE-180 benchmark survey. If you feel you have reached this result in error, please re-launch the decision tool from the beginning.

Did you have combined purchases with foreign persons that exceeded $3 million for the following service in fiscal year 2024?

(1) brokerage services related to equity transactions; (2.1) brokerage services related to debt transactions; (2.2) other brokerage services; (3.1) underwriting and private placement services related to equity transactions; (3.2) underwriting and private placement services related to debt transactions; (4) financial management services; (5) credit-related services, except credit card services; (6) credit card services; (7.1) financial advisory services; (7.2) financial custody services; (8) security lending services; (9) electronic funds transfer services; and (10) other financial services

You are required to complete questions 8 through 19 (pages 6 through 11), Schedule A, Schedule B, Schedule C, and Schedule D

You are not required to complete Schedules B and D. You are required to complete questions 8 through 19 (pages 6 through 11), Schedule A, and Schedule C, as previously determined.