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A written description of the waste
Full enough that the next person handling it can do so lawfully without ringing you. "Waste oil" fails that test, because it does not separate cooking oil from engine oil. "Used cooking oil from food preparation, non-hazardous, liquid vegetable oils and fats" passes it.
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The waste classification code
Also called the List of Waste code or the EWC code. For used cooking oil from a catering kitchen it is 20 01 25, edible oil and fat. This is the field most often wrong on a catering note, usually because someone copied a code from a general waste contract.
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A waste hierarchy declaration
A statement that you have applied the waste hierarchy, required by regulation 12 of the Waste (England and Wales) Regulations 2011. On the Environment Agency's form it sits directly above the transferor's signature, and signing there is what confirms it. This is the field most often missing from a home-made template, and its absence makes the note defective. Sending your oil for recycling rather than disposal is how you discharge the duty.
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Whether the waste is hazardous
Used cooking oil from normal catering use is not hazardous. Engine, hydraulic and industrial oils are, and they belong to an entirely different chapter of the List of Waste and a different set of paperwork.
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The quantity
A real measured figure in litres or kilograms, not "one bin". If you are paid per litre, this number should be the same number you were paid on. Where those two disagree, one of them is wrong and an officer will notice.
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Whether it is loose or in a container
Record the number and size of containers: two 60 litre sealed drums, one 240 litre wheeled container. This matters for liability if something happens to the load in transit.
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The name and address of both parties
Yours as the producer, using the address where the waste was actually produced rather than a registered office, and the carrier's. The name on the note has to match the company that invoices you.
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Your SIC code
The Standard Industrial Classification code for your business. Common ones in this trade are 56103 for take-away food shops and mobile food stands, 56101 for licensed restaurants, 56102 for unlicensed restaurants and cafes and 56302 for public houses and bars. Yours is on your Companies House record.
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The carrier's registration number
The Environment Agency waste carrier registration, in the form CBDU followed by digits. Check it on the public register before your first collection rather than after it. Ours is CBDU649455.
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The capacity each party is acting in
You as the producer of the waste, the collector as a registered carrier and, if they are buying the oil rather than only moving it, as a dealer. A lower tier registration does not cover buying and selling your waste.
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The time and place of transfer
A specific date and time, and the address the oil was handed over at. On a season ticket this becomes the period covered instead, and the individual collections go on your register.
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Signatures from both parties
One signature is not a transfer note. Both parties sign the same document and both keep a copy.