Form BE-29 Foreign Ocean Carriers' Expenses in the United States

BE-29 Annual Survey of Foreign Ocean Carriers' Expenses in the United States

BE-29 2024

Foreign Ocean Carriers' Expenses in the United States

OMB: 0608-0012

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Download: pdf | pdf

FORM

BE-29

(REV. 06/24)

OMB No. 0608-0012: Approval Expires 12/31/2027
BE-29 Identification Number

ANNUAL SURVEY OF FOREIGN OCEAN CARRIERS’
EXPENSES IN THE UNITED STATES
FORM BE-29
Due date:
Within 45 days of the close of each
calendar year.
Electronic filing:
www.bea.gov/efile
Mail via U.S. Postal Service:
Bureau of Economic Analysis
Balance of Payments Division, BE-50 (SSB)
4600 Silver Hill Rd.
Washington, DC 20233
Send via Private Delivery:
Bureau of Economic Analysis
Balance of Payments Division, BE-50 (SSB)
4600 Silver Hill Rd.
Suitland, MD 20746
Fax reports to:
(301) 278-9505

Name and address of U.S. Reporter (U.S. Agent)
10001

Company Name:
0

10002

In Care of:
0

10003

Attention:
0

10004 Address:
0
10005 City, State, Zip Code
0

Assistance:
E-mail: be-29help@bea.gov
Telephone: (301) 278-9301
Copies of blank forms: www.bea.gov/ssb

BE-29 Filing Requirements:
A response is required if you are notified by BEA about this survey. A BE-29 survey must be completed in its entirety by U.S. Agents
that handled 40 or more foreign ocean carrier port calls in the reporting period, or had covered expenses of $250,000 or more in the
reporting period for all foreign ocean vessels handled by the U.S. Agent. See the General Instructions on page 7 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 the General Instructions on page 7 for additional details.
Contact Information
Provide information of person to consult about this report:
Name
0990

Telephone Number
0994
0997
0999

—
— — — - — — — —
Fax Number
0
(— — —) — — — - — — — —
E-mail Address
(—

—)

Extension

— — — —

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

Telephone Number
0996

Name
0995

Title

(—

—

—)

— — — - — — — —

Extension

— — — —

Determination of Reporting Status
1 What is the U.S. Reporter’s (U.S. Agent’s) calendar year covered in this report?
Month

Day

Year

10010 1

Start date. . . . . . . . . . . . __ __ / __ __ / __ __ __ __
Month

Day

Year

10011

End date . . . . . . . . . . . . __ __ / __ __ / __ __ __ __

Check the box that best describes the status of the U.S. Reporter (U.S. Agent) during the reporting period identified in Question
10014

1 .

■ In existence the entire reporting period – Continue filling out this form.
■ 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.

■ 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.

3 What is the U.S. Reporter’s (U.S. Agent’s) Employer Identification Number (EIN)?
10017

__ __ __ __ __ __ __ __ __

4 Did the U.S. Reporter (U.S. Agent) handle, for all foreign ocean carriers and vessels they represent, 40 or more port calls in the reporting
period identified in Question 1 ?
10015 1

■ Yes – Skip Question 5 and continue to the next page.
■ No – Continue to Question 5 .

5 Did the U.S. Reporter (U.S. Agent) handle, for all foreign ocean carriers and vessels they represent, a total of $250,000 or more in total
annual covered expenses in the reporting period identified in Question 1 ? See the Reporting Instructions on page 3 for a complete
description of all covered expenses.
10016

■ Yes – Continue to the next page.
■ No – You are requested, but not required, to report additional information in Schedules A-C of the survey. If you do not wish to

provide additional information on a voluntary basis, you may stop here and return the survey according to the instructions on page
1.

Comments
10017_0

Page 2

FORM BE-29 (REV. 06/24)

Reporting Instructions
Reporting Instructions for Schedules A-C
Name of foreign ocean carrier— For each schedule
completed, report the foreign carrier’s name for which you are
reporting shipping weight and handled expenses.
Types of service:
The U.S. Reporter (U.S. Agent) of foreign ocean carriers should
report the expenses and the shipping weight of cargo handled for the
following types of vessels:
Tramp: Dry cargo vessels operating on an irregular or unscheduled
basis (report on Schedule A).
Tanker: Vessels ordinarily engaged in carriage of liquid cargo (report
on Schedule B).
Liner: Dry cargo, passenger, or combination vessels operating on
a definite, advertised schedule, giving relatively frequent sailings at
regular intervals between U.S. and foreign ports (report on Schedule
C).
NOTE — Do not combine carriers or vessel types when
reporting.
For tramp services — Complete Schedule A of the survey
on page 4. Report the expenses and the shipping weight of cargo
handled for a minimum of 10 separate port calls for this service. U.S.
Agents may report any number of carriers to complete this reporting
requirement. For example, a U.S. Agent representing 5 different
carriers may report 2 port calls for each carrier, or 5 port calls for 2
different carriers. You have the option to report more than 10 separate
port calls, if desired. Select the port calls for which you know the
shipping weight of cargo handled and all or most of the expenses. A
separate page should be used for each carrier. Additional copies of
Schedule A can be found at www.bea.gov/ssb (eFile users – select
“Add Schedule A Overflow” from the survey selection page).
For tanker services — Complete Schedule B of the survey
on page 5. Report the expenses and the shipping weight of cargo
handled for a minimum of 10 separate port calls for this service. U.S.
Agents may report any number of carriers to complete this reporting
requirement. For example, a U.S. Agent representing 5 different
carriers may report 2 port calls for each carrier, or 5 port calls for 2
different carriers. You have the option to report more than 10 separate
port calls, if desired. Select the port calls for which you know the
shipping weight of cargo handled and all or most of the expenses. A
separate page should be used for each carrier. Additional copies of
Schedule B can be found at www.bea.gov/ssb (eFile users – select
“Add Schedule B Overflow” from the survey selection page).

Expenses:
Item 1 — Shipping weight of cargo handled: Report
shipping weight in thousands of long tons (1 long ton = 2,240 pounds)
of total export and import cargo handled by foreign carriers included in
this report, and for which cargo expenses were reported above.
Item 2 — Port call expenses: Report expenses related to
calling at U.S. ports. Include expenses for services such as pilotage,
towing and tugboat services, lines, surveys, documentation, harbor
fees, berth fees, etc.
Item 3 — Cargo expenses: Report expenses related to loading,
unloading, and storing cargo at U.S. ports. Report expenses such as
those for stevedoring; for handling bulk cargoes, containers, barges,
etc.; for lighterage; for container and barge rentals; and for warehouse
and terminal rentals and expenses.
Item 4 — Fuel expenses: Report expenses for fuel and oil
(bunkers) taken on in U.S. ports. Do not report fuel and oil expenses
incurred in foreign ports even though payments for them are made to
U.S. companies.
Item 5 — Vessel expenses other than fuel: Report other
(nonfuel) operating expenses such as stores and supplies, vessel
repairs, and personnel expenses in the United States.
Item 6 — Other expenses: Report other U.S. expenses of
foreign carriers related to U.S. operations. Report expenses—such as,
but not limited to, U.S. agents’ and brokers’ fees and commissions—
and expenses related to maintaining U.S. offices, such as rent,
advertising, and wages.
Expenses not reportable on this form — Do not include
insurance for cargoes and vessels. Do not include vessel leasing
expenses, capital transfers such as vessel mortgage payments
for principal and interest, depreciation expense, and payments for
equipment and supplies for which Shippers Export Declarations were
filed with the U.S. Customs and Border Protection.

For liner services, including passenger/cruise vessels —
Complete Schedule C of the survey on page 6. Report the expenses of
a minimum of 15 separate port calls for this service. U.S. Agents may
report any number of carriers to complete this reporting requirement.
For example, a U.S. Agent representing 3 different carriers may report 5
port calls for each carrier, or 15 port calls for one carrier. You have the
option to report more than 15 separate port calls, if desired. Select the
port calls for which you know the shipping weight of cargo handled and
all or most of the expenses. A separate page should be used for each
carrier. Do not combine carriers. Additional copies of Schedule C can
be found at www.bea.gov/ssb (eFile users – select “Add Schedule C
Overflow” from the survey selection page).

FORM BE-29 (REV. 06/24)

Page 3

Schedule A – U.S. Expenses of Foreign Tramp (Dry Bulk) Vessels
Instructions: On Schedule A, report the shipping weight and expenses of 10 foreign tramp vessel port calls. Select port calls for which you know the
shipping weight of cargo handled and all or most of the expenses. U.S. Agents may report for multiple carriers or for a single carrier to complete this
reporting requirement. For example, a U.S. Agent representing 2 carriers may report 5 port calls for each carrier, or 10 port calls for one carrier. If the
agent chooses to report for multiple carriers, a separate worksheet must be used for each carrier. Additional Schedule A worksheets can be downloaded
at www.bea.gov/ssb (eFile users– select “Add Schedule A Overflow” from the survey selection page). See the Reporting Instructions on page 3 for more
information.
Name of foreign tramp ocean carrier

Name of U.S. Reporter (U.S. Agent):

11001_0

11002_0

In the table below, report the expenses of up to 10 separate port calls for the foreign tramp ocean carrier named above. Reasonable estimates may be
provided when actual values are not available. See the Reporting Instructions on page 3 for more information.
IMPORTANT – Report amounts in thousands (omitting 000). Round amounts of less than 500 to 0.
Report shipping weights in thousands of long tons (1 long ton = 2,240 pounds).
EXAMPLE – If the amount is $324,999.00, report as 325. Report 749,400 long tons as 749.

Foreign Tramp Vessel Port Calls
SHIPPING WEIGHTS/EXPENSES

Shipping Weight
of Cargo Handled

Port
Call

1
2
3
4
5
6
7
8
9
10

Report in thousands of
long tons (1 long ton =
2,240 pounds)

Port Call
Expenses

Cargo
Expenses

Fuel
Expenses

Vessel
Expenses

Other
Expenses

Total Expenses

(Item 1)

(Item 2)

(Item 3)

(Item 4)

(Item 5)

(Item 6)

(sum of Items 2
through 6)

11011

11012

11013

11014

11015

11016

11017

11018

11019

11020

000
000
000
000
000
000
000
000
000
000

000

$
$
$

000
000
000

000

$
$
$

000
000
000

000

$
$
$

000
000
000

000

$
$
$

000
000
000

000

$
$
$

000
000
000

000

To report additional port calls for this carrier, or to report port calls for another carrier, download additional pages at www.bea.gov/ssb (eFile users – select
“Add Schedule A Overflow” from the survey selection page).

Page 4

FORM BE-29 (REV. 06/24)

Schedule B – U.S. Expenses of Foreign Tanker Vessels
Instructions: On Schedule B, report the shipping weight and expenses of 10 foreign tanker vessel port calls. Select port calls for which you know the
shipping weight of cargo handled and all or most of the expenses. U.S. Agents may report for multiple carriers or for a single carrier to complete this
reporting requirement. For example, a U.S. Agent representing 2 carriers may report 5 port calls for each carrier, or 10 port calls for one carrier. If the
agent chooses to report for multiple carriers, a separate worksheet must be used for each carrier. Additional Schedule B worksheets can be downloaded
at www.bea.gov/ssb (eFile users– select “Add Schedule B Overflow” from the survey selection page). See the Reporting Instructions on page 3 for more
information.
Name of foreign tanker ocean carrier

Name of U.S. Reporter (U.S. Agent):

12001_0

12002_0

In the table below, report the expenses of up to 10 separate port calls for the foreign tanker ocean carrier named above. Reasonable estimates may be
provided when actual values are not available. See the Reporting Instructions on page 3 for more information.
IMPORTANT – Report amounts in thousands (omitting 000). Round amounts of less than 500 to 0.
Report shipping weights in thousands of long tons (1 long ton = 2,240 pounds).
EXAMPLE – If the amount is $324,999.00, report as 325. Report 749,400 long tons as 749.

Foreign Tanker Vessel Port Calls
SHIPPING WEIGHTS/EXPENSES

Shipping Weight
of Cargo Handled

Port
Call

1
2
3
4
5
6
7
8
9
10

Report in thousands of
long tons (1 long ton =
2,240 pounds)

Port Call
Expenses

Cargo
Expenses

Fuel
Expenses

Vessel
Expenses

Other
Expenses

Total Expenses

(Item 1)

(Item 2)

(Item 3)

(Item 4)

(Item 5)

(Item 6)

(sum of Items 2
through 6)

12011

12012

12013

12014

12015

12016

12017

12018

12019

12020

000
000
000
000
000
000
000
000
000
000

000

$
$
$

000
000
000

000

$
$
$

000
000
000

000

$
$
$

000
000
000

000

$
$
$

000
000
000

000

$
$
$

000
000
000

000

To report additional port calls for this carrier, or to report port calls for another carrier, download additional pages at www.bea.gov/ssb (eFile users – select
“Add Schedule B Overflow” from the survey selection page).

FORM BE-29 (REV. 06/24)

Page 5

Schedule C – U.S. Expenses of Foreign Liner (Including Passenger/Cruise) Ocean Carriers
Instructions: On Schedule C, report the shipping weight and expenses of 15 foreign liner ocean vessel port calls. Select port calls for which you know
the shipping weight of cargo handled and all or most of the expenses. U.S. Agents may report for multiple carriers or for a single carrier to complete
this reporting requirement. For example, a U.S. Agent representing 3 different carriers may report 5 port calls for each carrier, or 15 port calls for one
carrier. If the agent chooses to report for multiple carriers, a separate worksheet must be used for each carrier. Additional Schedule C worksheets can be
downloaded at www.bea.gov/ssb (eFile users– select “Add Schedule C Overflow” from the survey selection page). See the Reporting Instructions on page
3 for more information.
Name of Foreign Liner Ocean Carrier:

Name of U.S. Reporter (U.S. Agent):

13001_0

13002_0

In the table below, report the expenses of up to 15 separate port calls for the foreign liner ocean carrier named above. Reasonable estimates may be
provided when actual values are not available. See the Reporting Instructions on page 3 for more information.
IMPORTANT – Report amounts in thousands (omitting 000). Round amounts of less than 500 to 0.
EXAMPLE – If the amount is $324,999.00, report as 325. Report 749,400 long tons as 749.

Foreign Liner Vessel Port Calls
SHIPPING WEIGHTS/EXPENSES

Shipping Weight
of Cargo Handled

Port
Call

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15

Report in thousands of
long tons (1 long ton =
2,240 pounds)

Port Call
Expenses

Cargo
Expenses

Fuel
Expenses

Vessel
Expenses

Other
Expenses

Total Expenses

(Item 1)

(Item 2)

(Item 3)

(Item 4)

(Item 5)

(Item 6)

(sum of Items 2
through 6)

13011

13012

13013

13014

13015

13016

13017

13018

13019

13020

13021

13022

13023

13024

13025

000
000
000
000
000
000
000
000
000
000
000
000
000
000
000

000

$
$
$

000
000
000

000

$
$
$

000
000
000

000

$
$

000
000

000

$
$
$

000
000
000

000

$
$
$

000
000
000

000

$
$

000
000

000

$
$
$

000
000
000

000

$
$
$

000
000
000

000

$
$

000
000

000

$
$
$

000
000
000

000

$
$
$

000
000
000

000

$
$

000
000

000

$
$
$

000
000
000

000

$
$
$

000
000
000

000

$
$

000
000

000

To report additional port calls for this carrier, or to report port calls for another carrier, download additional pages at www.bea.gov/ssb (eFile users – select
“Add Schedule C Overflow” from the survey selection page).

Page 6

FORM BE-29 (REV. 06/24)

ANNUAL SURVEY OF FOREIGN OCEAN CARRIERS’ EXPENSES IN THE UNITED STATES
FORM BE-29 GENERAL INSTRUCTIONS
Public reporting burden for this BE-29 report is estimated to average 3
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), U.S. Department of Commerce, 4600 Silver Hill Rd.,
Washington, DC 20233 and to the Office of Management and Budget,
Paperwork Reduction Project 0608-0012, Washington, DC 20503.
Purpose — Reports on this form are required to obtain reliable and
up-to-date information on services transactions between U.S. and
foreign persons. The data will be used in compiling the U.S. international
transactions accounts and national income and product accounts. The
information will also be used to formulate U.S. policy on such international
transactions, and to analyze the impact of that policy and the policies of
foreign countries.
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”).
Regulations for the survey may be found in 15 CFR Part 801. The survey
has been approved by the Office of Management and Budget (OMB)
under the Paperwork Reduction Act (44 U.S.C. 3501, et seq).
Penalties — Persons who fail to report may be subject to a civil

penalty of not less than $4,454, and not more than $44,539, 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 not more than $10,000 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 OMB control number is not displayed on the form. The
control number for Form BE-29 (0608-0012) is displayed at the top of
the first page of this form.
Confidentiality — The Act provides 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
Who must report — A response is required from each U.S. office,
agent, or other representative of a foreign ocean carrier that was notified
by BEA about the survey.
NOTE — U.S. Agents are steamship agents and other persons
representing foreign carriers in arranging ocean
transportation between U.S. and foreign ports and in
arranging for port services in the United States.
Mandatory reporting —
a. A complete BE-29 report is required from each U.S. office, agent, or
other representative of a foreign ocean carrier that:
(1) handled 40 or more port calls in the United States during the
reporting period, or
(2) handled total covered expenses of $250,000 or more during the
reporting period.
b. A U.S. Agent of a foreign ocean carrier that handled fewer than 40
port calls in the United States AND had total covered expenses below
$250,000 during the reporting period must complete pages 1–2. The
U.S. Agent also has the option of providing additional information, on a
voluntary basis, on Schedules A-C on pages 4-6.
c. A U.S. Agent of a foreign ocean carrier that had no covered expenses
must complete pages 1–2.
Foreign carriers must report expenses for services not reported or
provided by U.S. Agents.
FORM BE-29 (REV. 06/24)

Carriers are owners or operators of dry cargo, passenger (including
cruise and combination) and tanker vessels calling at U.S. ports. The
term carrier also includes VLCC tankers discharging petroleum offshore
destined for U.S. ports. Foreign carriers are those whose residence is
outside the United States.
Foreign carriers include those who own or operate their own or chartered
(U.S.-flag or foreign-flag) vessels. They also include foreign subsidiaries
of U.S. companies operating their own or chartered vessels as carriers for
their own accounts. Where the vessels under foreign registry are operated
directly by a U.S. carrier for its own account, the operation of such vessels
should be reported on Form BE-30, Quarterly Survey of Ocean Freight
Revenues and Expenses of U.S. Carriers. A copy of the form can be
downloaded from www.bea.gov/ssb.
Definitions
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.
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.
What Must be Reported:
For tramp services — Complete Schedule A of the survey on page
4. Report the expenses and the shipping weight of cargo handled for a
minimum of 10 separate port calls for this service. U.S. Agents may report
any number of carriers complete this reporting requirement. For example,
a U.S. Agent representing 5 different carriers may report 2 port calls for
each carrier, or 5 port calls for 2 different carriers.
For tanker services — Complete Schedule B of the survey on page
5. Report the expenses and the shipping weight of cargo handled for a
minimum of 10 separate port calls for this service. U.S. Agents may report
any number of carriers complete this reporting requirement. For example,
a U.S. Agent representing 5 different carriers may report 2 port calls for
each carrier, or 5 port calls for 2 different carriers.
For liner services, including passenger/cruise vessels —
Complete Schedule C of the survey on page 6. Report the expenses of
a minimum of 15 separate port calls for this service. U.S. Agents may
report any number of carriers to complete this reporting requirement. For
example, a U.S. Agent representing 3 different carriers may report 5 port
calls for each carrier, or 15 port calls for one carrier.
See page 3 for full reporting instructions.
Reporting Procedures:
Frequency — A report must be filed for each calendar year within 45
days after the close of the calendar year.
Assistance and additional copies of the forms – Phone
(301) 278-9301 for assistance. Copies of BEA survey forms are also
available on BEA’s web site: www.bea.gov/ssb.
How to report — Use this form to report information in accordance
with the reporting instructions on page 3. Report all amounts in
thousands ($324,999.00 should be reported as 325. 749,400 long tons
should be reported as 749 (1 long ton = 2,240 pounds)).
Where to send reports — To file a report electronically, see our
website at www.bea.gov/efile for details.
Mail via U.S. Postal Service:
Bureau of Economic Analysis
Balance of Payments Division, BE-50 (SSB)
4600 Silver Hill Rd.
Washington, DC 20233
Send via private express delivery:
Bureau of Economic Analysis
Balance of Payments Division, BE-50 (SSB)
4600 Silver Hill Rd.
Suitland, MD 20746
Fax Reports to (301) 278-9505

Page 7

File Type	application/pdf
File Title	untitled
File Modified	2024-05-07
File Created	2024-05-07