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This report collects information from U.S. persons who assist in acquiring U.S. business enterprises by foreign persons or who enter joint ventures with them. It is mandatory under the International
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How to fill out be-14 - bea

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How to fill out BE-14

01
Gather all necessary financial information related to your foreign investments.
02
Obtain the BE-14 form from the Bureau of Economic Analysis (BEA) website or your local BEA office.
03
Begin filling out the form by providing your name, address, and identification number.
04
Report details about the foreign entity you are investing in, including the name, address, and country of incorporation.
05
Specify the type of investment you hold and the amount as of the end of the reporting period.
06
Indicate whether your investment is direct, portfolio, or other types.
07
Review the form for accuracy and completeness.
08
Submit the completed form to the BEA by the deadline.

Who needs BE-14?

01
U.S. residents and entities that have foreign investments that meet certain reporting thresholds.
02
Investment managers and fund administrators who handle U.S. investors' foreign investments.
03
Individuals and companies involved in mergers, acquisitions, or other investments involving foreign entities.
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BE-14 is a survey conducted by the Bureau of Economic Analysis (BEA) that collects information on U.S. direct investment abroad and foreign direct investment in the United States.
U.S. persons who have a foreign affiliate, and foreign persons who have direct investment in the U.S. are required to file BE-14.
To fill out BE-14, filers must gather financial and operational information for their foreign affiliates or U.S. affiliates, complete the required sections of the form, and submit it electronically or by mail to the BEA.
The purpose of BE-14 is to collect data on international investment positions, which helps in understanding the impact of foreign investment on the U.S. economy.
BE-14 requires reporting on financial statements, ownership structures, operational information, and other pertinent data related to foreign and domestic investments.
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