There's not going to be a standard workflow you can Google. This is super niche. Get in contact with your company's (hopefully it's a startup, so they're will

There's not going to be a standard workflow you can Google. This is super niche. Get in contact with your company's (hopefully it's a startup, so they're willing to be flexible) stock administrator and with the company you want to use for an IRA (you may need to hunt around to find one willing to jump through the hoops). May or may not find them to be willing, but you also won't know until you try.