Weiss Capital Management Form ADV, Part II November 11, 2009 Weiss Capital Management, Inc. Online Investment Advisory Agreement To fill out online, simply select "T" text icon in Adobe Acrobat Reader and click within field. Client Profile Questionnaire Client Profile Questionnaire New Account Forms Fidelity Account Application & Agreement: Individual, Joint, & Trust Fidelity Customer Account Transfer Form Fidelity Business Registration Application Cash Management Request Form Trustee Certification Form IRA Forms Fidelity IRA Application for Roth, Traditional, Roll Over and Sep. Fidelity Roth IRA Conversion Form Fidelity IRA Beneficiary Distribution Account IRA/BDA Fidelity IRA Beneficiary Designation Change Form Fidelity One-Time IRA Distribution Form Fidelity Periodic IRA Distribution Form Fidelity Request for Minimum Required Distribution Calculations 401k Forms Fidelity Self Employed 401(k)/Profit Sharing Plan Brochure 26-29 are required to be completed in order to open a Fidelity Self Employed 401(k)/Profit Sharing Plan Profit Sharing and 401(k) Plan Account Application Profit Sharing Plan Adoption Agreement Instructions 401(k) Contribution Remittance Form 401(k) Salary Reduction Agreement Form Additional Forms Fidelity Cashiering Journal Request Form Form W-9 Address Change Form

Weiss Capital Management, Inc.
7111 Fairway Drive, Suite 102
Palm Beach Gardens, FL 33418
Toll Free: 800.814.3045
Tel: 561.515.8558
Fax: 561.627.1011
E-mail: WCM@WeissCM.com