There are no changes in the forms, called schedules, from SHCA(2020), except for a new expiration date. (12-09-2021) The Forms and Instructions are available.persons, (b) who own and/or invest on behalf of others, a minimum amount of foreign securities, and (c) who receive a letter from the Federal Reserve Bank of New York requiring them to report. persons, including affiliates of foreign entities, (a) who manage, as custodians, the safekeeping of a minimum amount of foreign securities for U.S. (12-08-2021) The Federal Register Notice (Dec 08, 2021) contains mandatory reporting requirements, and affects all U.S.Ownership of Foreign Securities, including Selected Money Market Instruments, as of December 31, 2021. (06-08-2021) The Federal Register Notice of March 31, 2021, proposed no changes in Form SHC/SHCA or the instructions.(Update 01-31-2022) Forms SHC/SHCA and instructions are renewed without change from Form SHCA(2020) except for change in expiration date to January 31, 2025.(10-15-2020) List of Selected Reincorporated Companies dated October 2020.The Schedules, (PDF) are also available separately. Please note that forms and instructions may not be mailed to potential reporters, and must be downloaded from the Treasury website. The instructions are updated from SHC(2021), in the pages through page 8, to indicate that this is an annual survey (not a benchmark survey) with different reporting requirements. There are no changes in the forms, called schedules, from SHC(2021).
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