The instructions are updated from SHCA(2017) to include the revisions described in the Federal Register Notice of Aug(above). There are no changes in the schedules from SHC(2016) except for changing the expiration date.
(10-30-2020) The Forms and Instructions are available.(12-10-2020) The Federal Register Notice (Dec 10, 2020) of mandatory reporting requirements.Ownership of Foreign Securities, including Selected Money Market Instruments, as of December 31, 2020. (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.
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 SHCA(2020), in the pages through page 8, to indicate that this is a full benchmark survey with different reporting requirements.
There are no changes in the forms, called schedules, from SHCA(2020), except for a new expiration date.