Form BE-37 Quarterly Survey of U.S. Airline Operators’ Foreign Reve

FORM

BE-37

OMB No. 0608-0011: Approval Expires 12/31/2021

(REV. 03/2016)

BE-37 Identification Number

QUARTERLY SURVEY OF U.S. AIRLINE OPERATORS’
FOREIGN REVENUES AND EXPENSES
FORM BE-37
Due date:
Within 45 days of the close of each calendar
quarter.

Name and address of U.S. Airline Operator
10001 Company Name:
0

Electronic filing:
www.bea.gov/efile

10002 Attention:
0

Mail reports to:
Bureau of Economic Analysis
Balance of Payments Division, BE-50 (SSB)
4600 Silver Hill Rd.
Washington, DC 20233

10003 Address:
0
10004 City, State, Zip Code
0

Deliver reports to:
Bureau of Economic Analysis
Balance of Payments Division, BE-50 (SSB)
4600 Silver Hill Rd.
Suitland, MD 20746

Assistance:
E-mail: be-37help@bea.gov
Telephone: (301) 278-9301
Copies of blank forms: www.bea.gov/ssb

Fax reports to:
301-278-9505

BE-37 Filing Requirements:
A response is required if you are notified by BEA about this survey. A BE-37 survey must be completed in its entirety by U.S. airline
operators that had total reportable revenues or total reportable expenses that were $500,000 or more during the prior year, or are
expected to be $500,000 or more during the current year. See the General Instructions on page 5 for more information on who must
report and reporting requirements.
Authority, Confidentiality, Penalties
This survey is being conducted under the International Investment and Trade in Services Survey Act (P.L. 94-472, 90 Stat. 2059,
22 U.S.C. 3101-3108, as amended). The filing of reports is mandatory, and the Act provides that your report to BEA is confidential.
Persons who fail to report may be subject to penalties. See page 5 for additional details.
Contact Information
Provide information of person to consult about this report:
Name
00090

0

Telephone Number
10005

0

—

(—

— —) — — — - — — — —

Fax Number
10006

0

—) —

——-————

(—

Extension

————

E-mail Address
10007

0

NOTE: BEA uses a Secure Messaging System to correspond with you via encrypted message to discuss questions relating to
this form. We may use your e-mail address for survey-related announcements and to inform you about secure messages. When
communicating with BEA by e-mail, please do not include any confidential business or personal information.
Certification
The undersigned official certifies that this report has been prepared in accordance with the applicable instructions, is complete, and is
substantially accurate including estimates that may have been provided.
Signature of Authorized Official

Date

10008

Telephone Number
10009

Name

0

Title

1

(—

— —) — — — - — — — —

Extension

————

Part I – Identification of Airline Operator
1 What is the U.S. airline operator’s calendar quarter covered in this report?
Month

Day

Year

10010 1

Beginning date . . . . . . .

__ __ / __ __ / __ __ __ __
Month

Day

Year

10011 1

Ending date. . . . . . . . . .

2

__ __ / __ __ / __ __ __ __

Check the box that best describes the status of the U.S. airline operator during the reporting period identified in question
10014

1 ?

1

1 ■ In existence the entire reporting period – Continue to the next page.

1

2 ■ In existence during only part of the reporting period – Continue filling out this form for the portion of the reporting period your company
was in existence and, in the comments section below, explain why your company did not exist for a part of the period.

1

3 ■ Not in existence during the reporting period – In the comments section below, explain why your company was not in existence
during the reporting period. Please return form according to instructions on page 1.

Comments

Page 2

FORM BE-37 (REV. 03/2016)

Part II – Determination of Reporting Status
3 Did the U.S. airline operator have any of the following during the reporting period specified in question 1 ?
(See Specific Instructions on page 4 for a full description of reportable transactions.)

Reportable Transactions
Part III
Item

REVENUES

1

Revenue from carriage of export freight and express from the United States to points outside the United States

■ Yes

■ No

2

Revenue from carriage of freight and express originating from, and destined to, points outside the United States

■ Yes

■ No

5

Revenue from transporting passengers originating from, and destined to, points outside the United States

■ Yes

■ No

7

Revenue from transporting passengers to and/or from the United States

■ Yes

■ No

8

Interline settlement receipts from foreign airline operators

■ Yes

■ No

EXPENSES
3

Expenses incurred outside the United States other than aircraft leasing expenses

■ Yes

■ No

4

Aircraft leasing expenses (with crew)

■ Yes

■ No

Interline settlement payments to foreign airline operators

■ Yes

■ No

8b

4 Did you mark yes for any of the items listed above?
11010 1
1

■ Yes – Continue to Question 5 .
2 ■ No – STOP HERE and return the survey according to the instructions on page 1.
1

5 Were the U.S. airline operator’s total reportable revenues or total reportable expenses $500,000 or more during the previous year,
or are they expected to be $500,000 or more during the current year?
11011 1
1

■ Yes – Skip question 6 and continue to Part III on page 4.
2 ■ No – Continue to question 6 .
1

6 If the U.S. airline operator had revenues or expenses below the mandatory reporting threshold, and you choose not to report them
voluntarily in Part III on page 4, please report the U.S. airline operator’s total reportable revenues and expenses in the boxes below.
Please only report transactions that accrued during the reporting period identified in question 1 .
IMPORTANT – Report amounts in thousands of U.S. dollars (omitting 000).
Round amounts of less than $500 to 0. Do not enter amounts in the shaded
portion of each item.

$

EXAMPLE – If amount is $324,999.00, report as . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$

Revenues
Thous.

Dols.

1
11012

FORM BE-37 (REV. 03/2016

$

Expenses
Thous.

Bil.

Mil.

Thous.

Dols.

325

000

1

Dols.

2

000

000

Page 3

Part III – U.S. Airline Operators’ Foreign Revenues and Expenses
IMPORTANT – Report amounts in thousands of U.S. dollars (omitting 000). Round amounts of less than $500 to 0.
Do not enter amounts in the shaded portion of each item.
EXAMPLE – $324,999.00 should be reported as 325. A passenger count of 750,000 should be reported as 750.
Item

Amounts
(Report in thousands)

Item

1

Total revenue from carriage of export freight and express originating from the United
States to points outside the United States

$

000

2

Total revenue from carriage of freight and express originating from, and destined to,
points outside the United States

$

000

3

Expenses incurred outside the United
States

Report expenses for foreign countries where you incurred most of your
foreign expenses. Use overflow sheet provided to report additional countries.

Under “Fuel expenses” include only expenses
for fuel and oil purchased outside the United
States.

Name of Foreign country

Under “All other expenses” include wages and
salaries paid abroad to personnel; agents’ and
brokers’ fees and commissions for arrangement
of freight and passenger transportation; aircraft
handling and terminal services, such as repair,
maintenance, storage, and cleaning; freight and
passenger handling services; and other airport
terminal expenses.
Also include all other expenses, such as port or
landing fees; air traffic control services paid to
foreign governments; aircraft modification and
overhauls; all costs incurred in the operation of
general headquarters, divisional offices, airline
ticket offices; and all other costs for operation
of freight and passenger facilities located in
foreign countries.
These costs should cover, for example,
catering, crew expenses (hotel and per diem),
rent, utilities, legal fees, telephone and other
communications equipment, and rental of
tangible property except aircraft.

Total (for all countries)

Fuel
expenses
(1)
$

All other
expenses
(2)

000

000

$

(1) (2)

a.

$

000

$

000

b.

$

000

$

000

c.

$

000

$

000

d.

$

000

$

000

e.

$

000

$

000

f.

$

000

$

000

g.

$

000

$

000

h.

$

000

$

000

i.

$

000

$

000

j.

$

000

$

000

4

Aircraft leasing expenses (with crew)

$

000

5

Total revenue from transporting passengers originating from, and destined to, points outside of the United
States

$

000

6

Number of passengers transported to/from the United States (report in thousands)

#

000

7

Total revenue from transporting passengers to and/or from the United States

$

000

8

a. Interline settlement receipts from foreign airline operators

$

b. Interline settlement payments to foreign airline operators

$

000
000

Specific Instructions
Item 1 — Report total revenue derived from common and contract carriage of export freight
and express originating from the United States to points outside the United States. Include
revenues from charter contracts. The originating point is the U.S. city where the carrier picks
up the freight.
Item 2 — Report total revenue derived from common and contract carriage of freight and
express originating from, and destined to, points outside the United States. The originating
point is the foreign city where the carrier picks up the freight.
Item 3a. — 3j. Column (1) — Fuel expenses in foreign countries regardless of whether
paid in the United States or abroad. Report expenses for fuel and oil loaded aboard aircraft in
foreign countries.
Item 3a. — 3j. Column (2) — Expenses in foreign countries (other than fuel expenses)
regardless of whether paid in the United States or abroad. Report all non-fuel expenses in
foreign countries.
Include wages and salaries paid abroad to personnel; agents’ and brokers’ fees and
commissions for arrangement of freight and passenger transportation; aircraft handling and
terminal services, such as repair, maintenance, storage, and cleaning; freight and passenger
handling services; and other airport terminal expenses.
Also include all other expenses, such as port or landing fees; air traffic control services paid to
foreign governments; aircraft modification and overhauls; all costs incurred in the operation of
general headquarters, divisional offices, airline ticket offices; and all other costs for operation
of freight and passenger facilities located in foreign countries. These costs should cover, for
example, catering, crew expenses (hotel and per diem), rent, utilities, legal fees, telephone and
other communications equipment, and rental of tangible property except aircraft.

Page 4

Item 4 — For aircraft leased from foreigners, report rental expenses for with-crew operating
leases.
Do not include expenses for aircraft leased without a crew (operated by you).
Do not include financial-type leases. A lease is classified as a financial lease if there is intent to
eventually take possession of the good. If the intent is just to rent the good for a limited period,
this is classified as an operating lease.
Rental expenses of other tangible property should be included in item 3 column (ii).
Item 5 — Report the total revenue derived from passengers’ purchases of ticketed itineraries
beginning and ending outside the United States. Please include all ancillary revenues, such
as revenues derived from baggage fees, rebooking fees, in-flight purchases of food and
beverages, and all other ancillary revenues. Revenues derived from interline settlements
should be included in item 8a.
Item 6 — Report the total number of passengers transported to and from the United States.
Item 7 — Report the total revenue derived from transporting the passengers reported in
item 6. Please include all ancillary revenues, such as revenues derived from baggage fees,
rebooking fees, in-flight purchases of food and beverages, and all other ancillary revenues.
Revenues derived from interline settlements should be included in item 8a.
Item 8 (a) — Report interline settlement receipts from foreign airline operators for
transporting passengers.
Item 8 (b) — Report interline settlement payments to foreign airline
operators for transporting passengers.
FORM BE-37 (REV. 03/2016)

QUARTERLY SURVEY OF U.S. AIRLINE OPERATORS’
FOREIGN REVENUES AND EXPENSES
BE-37 General Instructions
Public reporting burden for this BE-37 report is estimated to average 4
hours per response. This burden includes time for reviewing instructions,
searching existing data sources, gathering and maintaining the data
needed, and completing and reviewing the collection of information.
Send comments regarding this burden estimate to Director, Bureau of
Economic Analysis (BE-1), 4600 Silver Hill Rd., Washington DC 20233;
and to the Office of Management and Budget, Paperwork Reduction
Project 0608-0011, Washington, DC 20503.
Purpose — Reports are required to obtain data for use in estimating the
international transactions accounts of the United States.
Authority — This survey is being conducted under the authority of the
International Investment and Trade in Services Survey Act (P.L. 94-472,
90 Stat. 2059, 22 U.S.C. 3101-3108, as amended—hereinafter “the Act”),
and the filing of reports is mandatory under Section 5(b)(2) of the Act (22
U.S.C. 3104). Regulations for the survey may be found in 15 CFR Part
801.
Penalties — Whoever fails to report may be subject to a civil penalty
and to injunctive relief commanding such person to comply, or both.
These civil penalties are subject to inflationary adjustments. Those
adjustments are found in 15 CFR 6.4. Whoever willfully fails to report
shall be fined, and, if an individual, may be imprisoned for not more than
one year, or both. Any officer, director, employee, or agent of any
corporation who knowingly participates in such violations, upon
conviction, may be punished by a like fine, imprisonment, or both. (See
22 U.S.C. 3105.) Notwithstanding the above, a U.S. person is not subject
to any penalty for failure to report if a valid Office of Management and
Budget (OMB) control number is not displayed on the form; such a
number (0608-0011) is displayed at the top of the first page of this form.
Confidentiality — The Act pro vides that your report to this Bureau
is CONFIDENTIAL and may be used only for analytical or statistical
purposes. Without your prior written permission, the information filed
in your report CANNOT be presented in a manner that allows it to be
individually identified. Your report CANNOT be used for purposes of
taxation, investigation, or regulation. Copies retained in your files are
immune from legal process. Per the Cybersecurity Enhancement Act of
2015, your data are protected from Cybersecurity risks through security
monitoring of the BEA information systems.
Who is to Report and General Coverage

(2) had total covered revenues OR total covered expenses that were
$500,000 or more during the prior year or that are expected to
be $500,000 or more during the current year.
b. A U.S. airline operator that had total covered revenues AND total
covered expenses below the reporting threshold must complete
pages 1-3 and is only required to report total revenues and expenses
in question 6. The U.S. airline operator also has the option of
providing additional information, on a voluntary basis, in Part III on
page 4.
c. A U.S. airline operator that had no transactions of the types covered
must complete pages 1-3.
How to report — Use this form to report revenues and expenses in
accordance with the specific instructions on page 4. Report all amounts in
thousands ($324,999.00 should be reported as 325. A passenger count
of 750,000 should be reported as 750).
Estimates — If actual figures are not available, supply estimates and
label them as such.
Where to send reports — To file a report electronically, see our
website at www.bea.gov/efile for details.
Mail to:
Bureau of Economic Analysis
Balance of Payments Division, BE-50 (SSB)
4600 Silver Hill Rd.
Washington, DC 20233
Deliver to:
Bureau of Economic Analysis
Balance of Payments Division, BE-50 (SSB)
4600 Silver Hill Rd.
Suitland, MD 20746
Frequency — A separate report should be completed for each calendar
quarter, and filed within 45 days after the end of the quarter.
Assistance — For assistance in filing this report, call (301) 278–9301
Monday to Friday from 8:30 a.m. to 5:00 p.m. eastern time.
Definitions

Who must report — A response is required from each U.S. airline
operator that was notified by BEA about the survey.

United States — When used in a geographic sense, means the 50
states, the District of Columbia, the Commonwealth of Puerto Rico, and
all territories and possessions of the United States.

a. A complete BE-37 report is required from each U.S. airline operator
that:

Foreign — When used in a geographic sense, means that which is
situated outside the United States or which belongs to or is characteristic
of a country other than the United States.

(1) engaged in the international transportation of passengers or of
U.S. export freight, or the transportation of freight or passengers
between two foreign points, and

FORM BE-37 (REV. 08/2016)

Page 5

Part III – U.S. Airline Operators’ Foreign Revenues and Expenses
Overflow Sheet for Additional Country Detail of Expenses Incurred
Outside the United States
IMPORTANT – Report amounts in thousands of U.S. dollars (omitting 000). Round amounts of less than $500 to 0.
Do not enter amounts in the shaded portion of each item.
EXAMPLE – $324,999.00 should be reported as 325. A passenger count of 750,000 should be reported as 750.
Fuel
expenses
(1)

Name of Foreign country

All other
expenses
(2)

$

000

$

000

$

000

$

000

$

000

$

000

$

000

$

000

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000