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Interventions to bolster benefits take-up: Assessing intensity, framing, and targeting of government outreach.

Title: Interventions to bolster benefits take-up: Assessing intensity, framing, and targeting of government outreach.
Authors: Linos E; Harvard Kennedy School, Harvard University, Cambridge, MA 02138.; Lasky-Fink J; Harvard Kennedy School, Harvard University, Cambridge, MA 02138.; Dorie V; Code for America, Oakland, CA 94612.; Rothstein J; Goldman School of Public Policy and Department of Economics, University of California, Berkeley, CA 94720.
Source: Proceedings of the National Academy of Sciences of the United States of America [Proc Natl Acad Sci U S A] 2025 Sep 16; Vol. 122 (37), pp. e2504747122. Date of Electronic Publication: 2025 Sep 09.
Publication Type: Journal Article
Language: English
Journal Info: Publisher: National Academy of Sciences Country of Publication: United States NLM ID: 7505876 Publication Model: Print-Electronic Cited Medium: Internet ISSN: 1091-6490 (Electronic) Linking ISSN: 00278424 NLM ISO Abbreviation: Proc Natl Acad Sci U S A Subsets: MEDLINE
Imprint Name(s): Original Publication: Washington, DC : National Academy of Sciences
MeSH Terms: Poverty*/economics; COVID-19/economics ; COVID-19/epidemiology ; Taxes/economics ; Humans ; California
Abstract: Behaviorally informed "nudges" are widely used in government outreach but are often seen as too modest to address poverty at scale. In four field experiments over 2 y (n = 542,804 low-income households), we test whether more proactive communication, varying message framing, and more precise targeting can boost take-up of tax-based benefits in California above and beyond traditional light-touch approaches. Our interventions focused on extremely vulnerable households, most with no prior-year earnings, who were at risk of missing out on two crucial benefits: the 2021 expanded Child Tax Credit and pandemic-relief Economic Impact Payments. Light-touch outreach consistently increased take-up of these benefits by 0.14 to 2 percentage points-a 150% to over 500% relative increase-regardless of message, sample, timing, or modality. These light-touch approaches resulted in over $4 million disbursed, with a highly cost-effective return of $50 to over $8,000 per $1 spent. However, higher-touch proactive outreach, varying messaging, and more precise targeting yielded minimal additional benefits, with proactive outreach even showing negative returns. These findings demonstrate that light-touch outreach can effectively shift behavior among very vulnerable households in contexts with reduced compliance burdens, but also underscore an urgent need to rethink the role of higher-touch strategies in closing take-up gaps in social safety net programs.
Competing Interests: Competing interests statement:The authors declare no competing interest.
Grant Information: None Bill & Melinda Gates Foundation; None California 100
Contributed Indexing: Keywords: behavioral interventions; experiments; social safety net
Entry Date(s): Date Created: 20250909 Date Completed: 20250909 Latest Revision: 20260310
Update Code: 20260310
PubMed Central ID: PMC12452829
DOI: 10.1073/pnas.2504747122
PMID: 40924444
Database: MEDLINE

Journal Article