The Department of the Treasury has issued a notice about a mandatory survey on foreign residents' holdings of U.S. securities, scheduled for June 30, 2025. This survey, authorized by the International Investment and Trade in Services Survey Act, requires certain U.S. persons to report their data by September 2, 2025. The Federal Reserve Bank of New York will contact those who need to report, and the survey aims to collect information on holdings like equities and debt securities. This survey has been approved by the Office of Management and Budget, with an estimated reporting burden varying based on the size and role of the reporting entity.
Simple Explanation
The government wants to know how much money people from other countries have invested in things like U.S. stocks and bonds. They need some U.S. people or businesses to fill out a form by a certain date to help them find this out.