@Carol,I agree with the other posters that you should publish the name of the company so the marketplace can punish them for their ineptness by not doing business with them.What you are describing has a foundation in actual compliance, but sounds quite out of line, and their unwillingness to work closely with you to resolve the problem is entirely unacceptable.A pension rollover should not require a statement.  

From my experience, Vanguard is very efficient with the transfer/rollover, so focus on getting your ducks in a row on the SDIRA side, get your account created, and then transfer the $$ when you're ready. 

Thats a loaded question..You kind of need to work backwards starting with the length of your rollover cycle. 93 days seems to be a good number.

Otherwise I will let it roll over to the VM.

Then just before for housing market started to roll over in late 2006, her bank refused to let her refinance yet again and she was forced to sell.Regardless of the equity they have in their homes, when too many motivated sellers enter the market because of layoffs in the area, house prices come under pressure.

If your income exceeds the Roth IRA income threshold limits, and you already have Traditional IRA accounts, I recommend transferring the IRAs into your current 401(k) Plan(s), assuming incoming rollovers are allowed.

In addition, instead of withdrawal, why not do a 401K rollover into an IRA which is tax free. 

In IT, nobody is building datacenters (small players) anymore everything is just about to rollover to infrastructure as a service.

Following are the similarities and differences between the solo 401k and the self-directed IRA.The Self-Directed IRA and Solo 401k SimilaritiesBoth were created by congress for individuals to save for retirement;Both may be invested in alternative investments such as real estate, precious metals tax liens, promissory notes, private company shares, and stocks and mutual funds, to name a few;Both allow for Roth contributions;Both are subject to prohibited transaction rules;Both are subject to federal taxes at time of distribution;Both allow for checkbook control for placing alternative investments;Both may be invested in annuities;Both are protected from creditors;Both allow for nondeductible contributions; andBoth are prohibited from investing in assets listed under I.R.C. 408(m).The Self-Directed IRA and Solo 401k DifferencesIn order to open a solo 401k, self-employment, whether on a part-time or full-time basis, is required;To open a self-directed IRA, self-employment income is not required;In order to gain IRA checkbook control over the self-directed IRA funds, a limited liability company (self-directed IRA LLC) must be utilized;The solo 401k allows for checkbook control from the onset;The solo 401k allows for personal loan known as a solo 401k loan;It is prohibited to borrow from your IRA;The Solo 401k may be invested in life insurance;The self-directed IRA may not be invested in life insurance;The solo 401k allow for high contribution amounts (for 2018, the solo 401k contribution limit is $55,000, whereas the self-directed IRA contribution limit is $5,500);The solo 401k business owner can serve as trustee of the solo 401k;The self-directed IRA participant/owner may not serve as trustee or custodian of her IRA; instead, a trust company or bank institution is required;When distributions commence from the solo 401k a mandatory 20% of federal taxes must be withheld from each distribution and submitted electronically to the IRS by the 15th of the month following the date of each distribution;Rollovers and/or transfers from IRAs or qualified plans (e.g., former employer 401k) to a solo 401k are not reported on Form 5498, but rather on Form 5500-EZ, but only if the air market value of the solo 401k exceeds $250K as of the end of the plan year (generally 12/31);When funds are rolled over or transferred from an IRA or 401k to a self-directed IRA, the amount deposited into the self-directed IRA is reported on Form 5498 by the receiving self-directed IRA custodian by May of the year following the rollover/transfer.Rollovers (provided the 60 day rollover window is satisfied) from an IRA to a Solo 401k or self-directed IRA are reported on lines 15a and 15b of Form 1040;Pre-tax IRA contributions on reported on line 32 of Form 1040;Pre-tax solo 401k contributions are reported on line 28 of Form 1040;Roth solo 401k funds are subject to RMDs;A Roth 401k may be transferred to a Roth IRA (Note that from a planning perspective, it may be advantageous to transfer Roth Solo 401k funds to a Roth IRA before turning age 70 ½ in order to escape the Roth RMD requirement applicable to Roth 401k contributions including Roth Solo 401k contributions and earnings.)

My fear is that on the 9th I will only receive part of the remaining rent and then unpaid rent may start to roll over each month.